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Investment Objective

Maximum long term total return consistent with reasonable risk to principal. 

The team seeks to invest in well-managed companies with durable business models and sustainable growth prospects at attractive valuations. By constructing a diversified portfolio of such businesses, the team seeks to achieve above-benchmark long-term returns, consistent with reasonable risk, through economic cycles.

Key Tenets of Our Approach

Key 1

Integrate quantitative and fundamental analysis, including use if proprietary quantitative model, to identify opportunities in high quality businesses

Key 2

Conduct fundamental bottoms-up research to evaluate business models, management, earnings trends and other factors contributing to the opportunities and risks to the business over time

Key 3

Diversify portfolio across sectors, industries and individual securities


  •  S&P 500 Index and other large cap stocks


  • S&P 500 Index

  Operating Target

  • Typically 40-50 holdings

Limiting Exposure

  • Maximum position size 5% of portfolio
  • Cash positions minimal (typically <2%)

The S&P 500 Index consists of 500 widely held common stocks. This unmanaged Index is a total return index with dividends reinvested.  unmanaged.

One cannot invest directly in an index.

This website is for informational purposes only. GIM products are actively managed and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.