Andrew Freedberg has been a Portfolio Manager since 2007 and currently manages accounts for individuals, partnerships, trusts, retirement accounts, and endowments. He was previously a Research Analyst and the firm’s Director of Research from 2010 until 2015. His approach to portfolio management attempts to mitigate the impact of wide swings in the market, with the goal of growing his clients’ capital without taking undue risks.
Portfolio Construction and Management
As a Portfolio Manager, Andrew seeks to:
- Prioritize “franchises,” businesses that operate in industries with high barriers to entry, retain leading market positions, generate strong and sustainable cash flows, and have management teams that deploy those cash flows in shareholder-friendly ways.
- Place tremendous importance on the quality of a company’s executive team and makes it a point to meet a company’s leadership before investing.
- Meet with managers of existing holdings on a regular basis to ensure that those companies are continuing to perform well.