Equity Quality Return (EQR) - Key Facts


Investment Objective

Preserve capital from permanent loss during periods of economic decline while providing a return above the market average in the long term.

Investment Philosophy

Portfolio construction driven primarily by company quality and valuation

  • “Bottom up” approach
  • Long-term investment horizon
  • No restriction on company size

Client Profile

  • Best ideas portfolio
  • Benchmark advantage to a wide variety of indices
  • Low turnover approach

Portfolio Managers

Nicholas Tompras, CFA®
Willem Schilpzand, CFA®
Tim Piechowski, CFA®

Key Highlights

  • Absolute return strategy
  • Fundamental valuation based strategy
  • Positioned to protect from steep market declines
  • Inception Date: April 2000
 


 

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