Separately Managed Portfolios
Our investment approach
With your objectives in mind, we focus on capital appreciation. Central to our process is not only determining the upside, but also accessing the potential downside of every investment.
Portfolio management is both an art and science. As value-oriented long-term investors, we prioritize fundamental research, thorough, accounting-oriented financial analysis, and the exercise of sound judgement. All of our Portfolio Managers have research backgrounds and devote time to personally generating and examining investment ideas.
While each Portfolio Manager is empowered to make his or her own decisions about how to invest clients’ capital, there are certain investing principles we share. We seek to:
Ensure that intensive and thorough research drives decision-making
- Make preserving client capital our number-one priority
- Deploy an in-depth research process for any new investment
- Seek companies that:
- Generate strong cash flow
- Have a responsible level of debt (relative to their industry)
- Deploy capital in a shareholder-friendly way
Ensure that intensive and thorough research drives decision-making
- Make preserving client capital our number-one priority
- Deploy an in-depth research process for any new investment
- Seek companies that:
- Generate strong cash flow
- Have a responsible level of debt (relative to their industry)
- Deploy capital in a shareholder-friendly way
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Equity portfolios
We customize stock portfolios and stock selections for each client’s specific situation, including wealth, tax circumstances, and family dynamics. We seek to:
- Invest in companies with:
- Strong and understandable underlying businesses
- Leading competitive positioning
- Long runways for future growth
- Own companies for an extended period of time, so clients
can benefit from lower friction compounding - Prioritize tax-efficiency
Fixed income portfolios
Our fixed income portfolios are composed of high quality municipal and corporate bonds to offer stability and peace of mind. These portfolios:
- Are designed to generate stable income or be part of a balanced allocation
- Focus on high-quality bonds expected to be held until redemption
- Can be tax-exempt or taxable
FMC portfolio managers are committed to long-term, value-oriented investing and stay in close alignment with the interests of their clients.
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