Equity Strategies

photo_equityOur Philosophy

We believe that owning the very best stocks is essential to creating wealth. Our experienced team of equity analysts and portfolio managers is dedicated to and focused on finding these companies. We are investors not traders and our time horizon for investing is of a longer-term nature.

Equity Strategy

Our strategy in managing stocks focuses on the selection of securities that we believe will outperform the broader markets.

We employ a well-defined, established process for security selection in each of our equity strategies. Each process is unique, focused and repeatable and results in the discovery of companies that meet our strict criteria for selection and inclusion in our portfolios. Our analysis requires that each security that is selected endure a rigorous analytical assessment that is both quantitative and qualitative.

Our analysis requires that each security that is selected endure a rigorous analytical assessment that is both quantitative and qualitative

We initially perform a detailed assessment of each security under consideration. We develop an investment thesis and establish price targets for each selected security. We then initiate a portfolio position, or in the case of an existing holding, decide to add to, reduce or eliminate a portfolio position. Once a security is selected, our analysis is ongoing, and new information may result in a price target being revised either up or down.

Our selection process also focuses on the quality of a company, from both the perspective of its financials and its management. We believe that in the volatile markets that we have experienced in recent history that high quality companies will prevail and outperform over the long term.

We believe our process is an iterative cycle for each security and that the discipline associated with the continual analysis and reevaluation of new and existing securities will result in superior returns for our clients’ portfolios.

We manage a number of different portfolio strategies for our clients, including Large Cap, Large Cap Growth, Small-Mid Cap Growth, Small Cap Core and Small Cap Growth.

View each of our products at right or contact us to learn more.