Equity

Empiric LT Equity Team

The team seeks to deliver enhanced tax-efficient long-term outperformance by constructing diversified portfolios of high-quality stocks.

Investment approach

A streamlined, compelling philosophy drives the team’s investment decisions.

A proprietary framework identifies great franchises at optimal prices.

The team applies a proprietary valuation framework to identify inefficiently priced companies relative to their long-term earnings growth rate.

Fundamental research is at the heart of the team’s investment process.

The team identifies great franchises with solid long-term growth prospects, financial strength, and skilled management teams with proven track records.

A focus on the long term.

The ability to look past short-term market dislocation allows the team to generate outperformance for clients over a market cycle.

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Unique approach to valuation

Our proprietary framework that marries valuation and growth rate to determine the true long-term value of an asset while mitigating behavioral biases.

Disciplined and repeatable process

A consistent process is deployed to find the estimated return potential for each holding, which serves as the basis for portfolio weights.

Stable, experienced team

The team averages over 18 years of experience and manages established strategies with long-term track records and histories of strong performance.

We look forward to helping you with your investment needs

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