Our QCE strategy aims to achieve superior returns relative to the broader equity benchmark through ownership of a few select high quality companies. We purchase these companies when their stocks are temporarily trading at a meaningful discount to their intrinsic values.
Characteristics of the strategy include the following:
10-15 holdings held for the long-term.
Sector and industry agnostic relative to the broader benchmarks.
Companies have market capitalizations generally above $1 billion.
We welcome you to contact us to discuss how our unique and proprietary approach to investment management can benefit your portfolio.
