Large Cap Equity Strategy

Since Bradley Foster & Sargent’s inception in 1994, we have pursued a consistent Large Capitalization Equity Strategy. This strategy is to seek long term appreciation through the growth of principal and income. To achieve this goal, we strive to preserve capital in times of economic adversity and create wealth in better times. To accomplish this, we rely on two main principles: identifying high quality U.S. and foreign companies – companies that we believe have competitive advantages, great brands and sound business models, good balance sheets, and strong cash flow –  and investing in these companies at opportune moments.

Separately managed portfolios in our Large Cap Equity Strategy are built from the bottom-up by portfolio managers who select equities from a Guidance List managed by our Investment Committee. To identify high quality companies, we use both qualitative and quantitative processes. We seek to purchase equities after an “opportunistic” event has occurred, which often can increase the investment return or lower the risk profile of a given company. Investing in quality companies at opportune times is a powerful tool to help achieve the objectives that we and our clients have agreed upon.

Although portfolio sector weightings are primarily determined through the process of individual stock selection, our strategy emphasizes broad diversification across industries and companies. In addition, our macro-economic views also influence portfolio sector weightings.

We construct portfolios which reflect client-specific needs and restrictions. Portfolio turnover is generally around 30% annually but can vary in years with rapidly changing or unusual economic activity.