We build equity portfolios based on a carefully developed, consistent thought process that includes:
- Diversification by owning companies that provide representation across all of the principle sectors of the economy: Consumer, Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Telecommunication Services and Utilities.
- Conducting a top down analysis to determine which sectors are best positioned to take advantage of economic or market trends. This analysis guides us in determining which sectors to overweight or underweight versus the market.
- Performing a bottom up analysis in which we look to buy the best opportunities within a sector by individually selecting stocks. This includes reviewing fundamental research on individual companies.
- Unique asset allocation strategies tailored to your investment goals.
Our resource partnerships provide us with access to economic, strategic and fundamental research. This gives us market-leader strength with the flexibility of local control and client focus.
Many firms choose between a top-down and bottom-up analysis, but we work from a more complete foundation. Our disciplined process and approach lead to more predictable outcomes in keeping with the appropriate benchmarks, as well as long-term, value-added results for our clients.