← All Institutional Investment Strategies← All Institutional Investment Strategies
Focused Equity
Objective
- Attractive long-term performance over full market cycles
Philosophy
- Bottom-up, fundamental stock research
- Concentrated Approach: Focused portfolio (20-30 stocks) applies the investment team’s experience, diligence, discipline, and judgement to narrow the universe with an emphasis on quality and consistency
- Focus on Select Compounders: Companies with outstanding operating talent that consistently generate strong free cash flow, above-average return on invested capital, and strong track records of effective capital deployment
Benchmark
Russell 1000® Index