Core Equity

The core equity team is focused on producing an above-average compound rate of return while also protecting capital in down markets. We seek to own high quality businesses that dominate a niche, maintain high barriers to entry, and have consistent demand across an economic cycle. With this dedication to quality, we look at stocks as if we were a potential acquirer of the entire business.


CORE EQUITY INVESTMENT PROFESSIONALS

Chip Reed, CFA

Chip Reed, CFA

Portfolio Manager

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Bill Bell, CFA

Bill Bell, CFA

Portfolio Manager

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Matt Hereford, CFA

Matt Hereford, CFA

Portfolio Manager

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Michael Jaje, CFA

Michael Jaje, CFA

Investment Specialist

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INVESTMENT APPROACH

Our Core Equity team seeks to invest in companies in sound financial condition with equities priced below our fair value estimate.

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