Who We Serve
- Family Offices
- Pension Plans
- Endowments and Foundations
- Financial Intermediaries
Our US Large Cap Equity Strategy™ applies a time-tested, disciplined approach to creating wealth by balancing growth and preservation of capital. It is based on the understanding that when it comes to building sustainable wealth, the impact of preserving capital in falling markets far outstrips the importance of outperforming the market in rising ones. Our unique portfolio structure incorporates up-market stocks that drive capital growth and down-market stocks that protect capital. Capital preservation is built in through a consistent down-market allocation. We believe participation with protection is the most effective way to build long-term wealth.
This strategy, which produces a concentrated, high active-share portfolio of 28-35 stocks, has a long history of outperforming the S&P 500 gross of fees with lower volatility. Investment decisions are made centrally, by the consensus of the firm’s Investment Committee, and implemented across all accounts, so every client receives the firm’s best thinking.
As a boutique firm, we pride ourselves on highly personalized client/consultant service with direct access to portfolio managers, frequent communication and easy access to customized reports. We have broad experience having worked with more than 45 consultants and more than 50 domestic and international custodians across multiple platforms. Our principals invest alongside our clients, aligning our interests with theirs.
We have a long history of managing customized socially responsible investing (SRI) accounts. We work closely with clients and consultants to define their specific parameters and restrictions, and use multiple data sources to score and evaluate investments. We offer SRI model portfolios, including faith-based, fossil-fuel-aware and mission-aligned, as well as portfolios customized to specific institutional preferences. Portfolio construction and stock selection follow the firm’s participation with protection strategy within the socially responsible construct.