Carret’s Large Cap Equity Strategy seeks to prioritize total return, through portfolio customization and diversification across sectors to reduce volatility and risk. We believe that the best prospects for capital appreciation exist when a fundamentally strong and well-managed company is in a period of continuous and sustainable business expansion or undergoing fundamental changes that will unlock future value. Our bottom-up stock selection process identifies companies with resilient operating and financial characteristics selling at attractive valuations. Economic and thematic trends are overlaid to uncover investment opportunities. We often adopt a contrarian mindset and avoid investment fads. Equity investments are selected for the longer term approach.

Investment Philosophy

  • Total return, long-term, tax-efficient investment orientation
  • Identify and invest in companies with positive long-term fundamentals
  • The strategy considers economic factors and thematic ideas

Investment Process

  • Customized to meet client objectives
  • Actively managed
  • Diversified by sector, industry and company
  • Proprietary screens and fundamental analysis identify attractive investment opportunities
  • Objective sell discipline based on achieving target or change in fundamental