Equity Portfolio Management

Equity Portfolio Management

The Equity Portfolio Management refers to the planning and implementation of various philosophies, methodologies, and strategies for beating the equity market. The primary objective of all investment analysis is to take investment decisions or advise others for making their own investment decisions. Thus, there exists a strong correlation between equity portfolio management and science of equity analysis.

Invest in High Quality Companies

Since stocks represent ownership of individual businesses that vary dramatically in quality, a significant amount of emphasis is placed on identifying the best businesses to own.  Fundamentally strong, shareholder-oriented companies with superior, sustainable sales and earnings growth are sought.  Additionally, companies are preferred that control their destinies through excellent management and have solid margins and excess cash generation.

Valuation Disciplines

Historic relative multiple analysis, discounted present value techniques, and sound judgment are utilized in reaching decisions on the appropriateness of an individual stock price once the investment team is satisfied that fundamental characteristics are in place.

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