Charlie Foley

Provides industrial & commercial products and services

BBH-IM is a long-term manager which aims to preserve and grow their clients’ capital across economic and market cycles. The firm employs a bottom-up, value-based approach to active management. They focus on identifying durable assets, buying them at attractive valuations, and delivering excellent returns without relying on macroeconomic judgements. BBH-IM seeks to invest primarily in cash generative businesses that are major providers of essential products and services.

Estabrook's team starts with in-depth analysis of economic, political and social trends. They then combine this analysis with multi-factor quantitative valuation methods and rigorous business analysis. This enables the group to discover well-managed, quality companies trading at significant discounts to their intrinsic value. Believing that excessive diversification can dilute the investment process, Estabrook selects a limited number of securities for each of their portfolios. By maintaining a flexible and pragmatic investment approach, each portfolio is separately managed and tailored to specific client objectives and guidelines.

Grove Creek Asset Management utilizes a core, large-cap, value orientation with capital preservation and low turnover. They also use fundamental, top-down research analysis

Functions as a College/University

Functions as a College/University

Estabrook constructs client investment portfolios with a consistent and disciplined process with the goal of preserving and building wealth over time. The firm is a long-term investor and employs a top-down investment discipline that drives their sector allocation and fundamental stock selection.