Equity Investing

Core Equity

The same individualized approach that marks your asset allocation development extends to the actual construction and management of your portfolio.

The 1919 Investment Counsel, LLC (1919ic) core equity strategy is driven by proprietary, independent, fundamental research. Our portfolio managers take a long-term view and invest as business owners. We seek to minimize large losses and maximize performance. Our investment philosophy is based on risk management and the selection of high-quality stocks.

Our equity investment philosophy and process is guided by the following important investment tenets:

  • Sustainable competitive advantage
  • Sound business models that generate strong cash flows
  • Superior management who works for shareholders

Core Equity Plus

The 1919ic core equity plus strategy is the core equity strategy enhanced with opportunistic investments in international, small-cap, and emerging market equities.

For these investments we choose external equity managers who share our disciplines to bring consistency and control to the process.

Specialty Investment Departments

Socially Responsive Investment

Our Socially Responsive Investment Department has capabilities to meet the needs of socially responsive investors. By applying social screens to our core equity strategies, the Department can identify companies that meet our criteria for quality as well as your social guidelines. Learn more

Global Total Return

Our Global Total Return Department’s global equity strategy actively invests in companies operating in industries and regions the Department believes have enduring growth characteristics and seeks to capitalize on visible and sustainable themes. Learn more

Multi-Cap Core Equity

The Multi-Cap Core Equity Department’s strategy has a bias towards small- and mid-cap companies that the Department believes will offer superior growth rates over the long term. Learn more

All investments involve risk and there is no guarantee investment objectives will be met