Core Equity Portfolios
Focusing on Quality & Efficiency for Core Equity Exposure
Capitalizing on the Quality Anomaly
At the core of our equity strategies is a focus on quality businesses, which we believe can provide investors with attractive compound growth, tax efficiency, and reduced volatility.
A market inefficiency created by behavioral biases and short-term investor behavior.
High-Quality Companies
Benefit from consistent earnings across cycles.
Benefits to Long-Term Investors
Include persistent alpha generation and tax efficient investment growth powered by compounding.
High & Low Quality Stock Historical Performance – U.S. Large Cap Equity
As illustrated by the accompanying chart, this investing approach has produced results, as over the three decades ending in 2022 U.S. high-quality businesses have outperformed low-quality by 4% annually with 1/3rd less volatility.*
Source: MSCI, GMO. Data represents performance 12/31/1988 – 12/31/2022
Assets Under Management
Companies in Our Investable Universe
Core Quality Holdings Per Strategy
Featured Strategies
U.S. Quality Growth
- Strategy Overview: For investors seeing consistent compound returns in U.S. large cap growth equities with reduced drawdowns.
- Focus: Consistent earnings growth at reasonable valuations
- Guidelines: Prioritize earnings growth, capital efficiency, free cash flow generation, and avoid companies in the top 20% of industry valuation
- Index & Universe: R1000 Growth (Market Cap >$20B)
- Target Holdings: 25-30
- Inception Date: 3/31/21
- Composite Assets: $1.1B
U.S. Quality Dividend
- Strategy Overview: For investors seeking consistent compound returns and income in U.S. large cap value equities with reduced drawdowns.
- Focus: Consistent earnings growth & attractive total yield
- Guidelines: Prioritize earnings growth, capital efficiency, free cash flow generation, and avoid companies with dividend yields below the S&P500 yield
- Index & Universe: R1000 Value (Market Cap >$20B)
- Target Holdings: 30-35
- Inception Date: 3/31/21
- Composite Assets: $1.2B+
International Quality
- Strategy Overview: For investors seeking consistent compound returns in World-ex-US equities(ADRs only) with reduced drawdowns
- Focus: Consistent earnings growth at reasonable valuations
- Guidelines: Prioritize earnings growth, capital efficiency, free cash flow generation, and avoid companies in the top 20% of industry valuation
- Index & Universe: MSCI ACWIxUS (Market Cap >$10B)
- Target Holdings: 35-40
- Inception Date: 12/31/22
- Composite Assets: $200M+
U.S. Small & Mid Cap Quality
- Strategy Overview: For investors seeking consistent compound returns and income in U.S. Small/Mid cap equities with reduced drawdowns
- Focus: Consistent earnings growth at reasonable valuations
- Guidelines: Prioritize earnings growth, capital efficiency, free cash flow generation, and avoid companies in the top 20% of industry valuation
- Index & Universe: R2500 Index (Market Cap <$20B)
- Target Holdings: 40-45
- Inception Date: 5/31/24
- Composite Assets: $30M+
Portfolio Management Team
Our Portfolio is Our People
Portfolio Manager
Portfolio Strategists & Analysts
Strategic Advisors
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Market Insights
IMPORTANT DISCLOSURES
The views and opinions included in these materials belong to their author and do not necessarily reflect the views and opinions of NewEdge Wealth, LLC.
This information is general in nature and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy.
NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters. You should consult your personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation.
The trademarks and service marks contained herein are the property of their respective owners. Unless otherwise specifically indicated, all information with respect to any third party not affiliated with NewEdge has been provided by, and is the sole responsibility of, such third party and has not been independently verified by NewEdge, its affiliates or any other independent third party. No representation is given with respect to its accuracy or completeness, and such information and opinions may change without notice.
Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.
Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No assurance can be given that investment objectives or target returns will be achieved. Future returns may be higher or lower than the estimates presented herein.
An investment cannot be made directly in an index. Indices are unmanaged and have no fees or expenses. You can obtain information about many indices online at a variety of sources including: https://www.sec.gov/answers/indices.htm.
All data is subject to change without notice.
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