We seek long-term growth of capital by investing primarily in high quality U.S. large capitalization companies with attractive business profiles.
We believe a focused portfolio representing the most compelling ideas of the research team—industry leaders well-positioned for continued growth with attractive relative value—will produce superior long term investment returns.
- The Portfolio Manager has full discretion over stock selection and portfolio diversification
- Seek investment candidates from all sectors – may take moderate sector bets
- Reflect top overweights of the research team balanced for portfolio risk and performance objectives
- Bottom-up stock selection with long-term investment horizon
The investment process begins with GEAM's research team screening a universe of approximately 750 names, primarily U.S. large capitalization companies. From this universe, GEAM's analysts develop a focused list of 400+ quality companies based on strong business models, financial strength, competitive leadership, and earnings quality. Dave Carlson, Co-CIO of U.S. Equities and Senior Portfolio Manager, and Paul Reinhardt, Senior Vice President and Senior Portfolio Manager, construct the U.S. Research Select portfolio on a bottom-up, stock-by-stock basis and employ a long-term investment horizon. In building the portfolio, the portfolio managers factor in their top-down market, economic and sector outlook. All candidates for investment must be owned and thoroughly covered by GEAM's U.S. Equity research team. The portfolio managers seek investment candidates from all sectors, and will adjust portfolio weights based on conviction. The final portfolio is comprised of 55-65 companies, representing those highly-rated, top overweight positions of the research team.
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| Other U.S. Equity Strategies | |