Equity Overview
Our equity investment strategy employs a disciplined approach that utilizes bottom-up fundamental analysis. The portfolio management and in-house research team employ a systematic, bottom-up investment approach that incorporates valuation screens, extensive fundamental research and broad diversification. With over 24 years of average investment experience, the portfolio management and research teams have extensive expertise in providing relationship driven, customized solutions for sophisticated clients, endowments, foundations and institutions.
The portfolio management and research team employs an investment approach to portfolio construction through a disciplined process:
- Assess investment universe
- Apply proprietary fundamental research
- Identify the best investment opportunities
- Construct a diversified portfolio
- Adhere to sell discipline
- Continuously evaluate holdings
| Unless otherwise disclosed, investments through First Republic Investment Management are: | ||
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| NOT FDIC-INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE |
| Special Notice to Non-U.S. Investors |
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| Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. |
Shared expectations are essential to a harmonious wealth management relationship, and ultimately, to achieving client goals.