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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 in an effort to more accurately predict long-term outcomes and generate attractive returns
  • 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 3000® Index, S&P 500® Index

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ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
William Potter
William Potter
Managing Director,
Senior Portfolio Manager
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer
Co-Chairman, Board of Directors
Andrew Awad
Andrew Awad
Equity Research Associate

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