Equity Overview
Our equity investment strategy employs a disciplined approach that utilizes bottom-up fundamental analysis. The portfolio management and in-house research team employ a systematic, bottom-up investment approach that incorporates valuation screens, extensive fundamental research and broad diversification. With over 24 years of average investment experience, the portfolio management and research teams have extensive expertise in providing relationship driven, customized solutions for sophisticated clients, endowments, foundations and institutions.
The portfolio management and research team employs an investment approach to portfolio construction through a disciplined process:
- Assess investment universe
- Apply proprietary fundamental research
- Identify the best investment opportunities
- Construct a diversified portfolio
- Adhere to sell discipline
- Continuously evaluate holdings
Investments in securities and mutual funds are:
Shared expectations are essential to a harmonious wealth management relationship, and ultimately, to achieving client goals.