1919 Quality Growth Equity Strategy

Seeks to outperform the S&P 500 Index on a risk-adjusted basis over a full market cycle. The strategy aims to achieve superior long-term appreciation through rigorous stock selection based upon proprietary fundamental analysis combined with a top-down approach to portfolio construction.

Our Latest Strategy Materials

Fact Sheet file-pdf

Investment Approach

1919 Investment Counsel’s research team strives to identify companies across the market cap spectrum with superior characteristics including:

  1. Solid long-term earnings growth

  2. High sustainable profitability

  3. Quality management

  4. Sound capital structure

  5. Strong cash flows

  6. Reasonable valuation

The investment universe includes both U.S. stocks and ADRs with market capitalizations above $1 billion.

Disclosure

All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.