US Core Equity SMA
Proprietary portfolio consisting of high-quality firms with well-established, durable competitive moats and exposure to key long-term trends. We strive to deliver attractive risk-adjusted returns over a full market cycle.
Advantages of an SMA Portfolio vs. an Index
Individual equities allow for a tax-efficient strategy (tax loss harvesting and charitable gifting) as well as the ability to factor tilt as needed (growth, value, momentum, etc).
US Core Equity Investment Philosophy
Focus on Companies With:
Secular Tailwinds - long-term growth trends that supersede market cycles
Competitive Advantage - unique attributes that differentiate a company from competitors to provide long-lasting returns
Financial Strength - ability to withstand poor economic conditions and excel in strong markets
Consistent Management - strong execution for shareholders
Reasonable Valuation - room for upside in strong markets and downside protection in down markets
