Robert J. Aylward
Managing Director, Portfolio Manager, Research Analyst
Years at First
Robert Aylward is a Managing Director, Portfolio Manager, and Research Analyst with more than 30 years of investment experience. He works closely with Todd Green.
Prior to joining First Manhattan in 1987, Bob was an Analyst and Portfolio Manager at Southfield Investment Management, where he co-managed concentrated equity portfolios for high-net-worth clients.
Bob holds an MBA from George Washington University and a BBA from the University of Notre Dame.
Portfolio construction and management
With decades of investing experience, Bob has seen firsthand what can go right and wrong with a business, and knows that taking a contrarian view from the rest of the market is often the best way to preserve clients' wealth and avoid losses. Bob's hard-won acumen enables him to find high-quality assets and businesses run by shareholder-oriented management when they are available at attractive valuations.
The portfolios Bob manages typically consist of 20 – 25 stocks that:
- Appear to offer attractive long-term returns.
- Provide the opportunity to enjoy a long runway of compounding value.
- Have smart, shareholder-friendly management teams that make responsible capital allocation decisions.
- He would invest in personally. Bob invests alongside his clients in the companies he follows.
Owning great businesses run by smart management is the best way to preserve and compound wealth.