Equity Investment Process

Equity Management Philosophy and Goals

We believe consistently superior returns can be achieved first through selecting stocks that exhibit superior quality based on Investment Acceptance, Financial Strength, Profitability and Stability, and Growth and then by utilizing a disciplined portfolio construction process with a focus on risk management.

With equity investments, our goal is to achieve portfolio returns by blending fundamental quantitative and qualitative approaches into the security selection process while avoiding excessive risk. We accomplish this through:

Quantitative screenings: Using the Worldscope® database, we screen over 46,000 companies to create an investable universe of approximately 700 U.S. based companies with superior earnings growth and financial strength.

Competitive advantage comparisons: By applying analytical overlays we can determine which of these 700 companies have the best growth potential in their respective industries.

Qualitative analysis: Building on macroeconomic inputs, we identify which companies and industries we expect to create superior value for shareholders.