Equity

The Inverness team of analysts and portfolio managers provide active equity management.  We focus on long-term investment ideas, although we recognize that market volatility may at times require short-term action.  Utilizing fundamental securities analyses, we judge each individual investment on its own particular merits and how it contributes to the quantitative and qualitative aspects of the portfolio.   

 

The following are recurring attributes found in the companies on our Focus List:

 

-  Strong management teams

-  Attractive valuations based on long-term growth expectations

-  Solid and improving business fundamentals

-  Sustainable competitive advantages

-  High-quality earnings growth

-  Strategic use of the company's capital structure

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What do you want to accomplish with your investments?

We welcome the opportunity to work with you.

Please contact Philip Lawrence at
(212) 207-2122 or info@invernesscounsel.com.