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.