Our Investment Philosophy
Stonebridge's equity investment philosophy is based upon the observation that the capital markets frequently misjudge a company's long-term growth potential in the short run. This miscalculation creates unique investment opportunities. Stonebridge employs a bottom-up, fundamental research-driven process to construct focused portfolios while minimizing risk and volatility. We do believe in keeping your interest as our priority and allocating assets in a customized framework for each client.
- Team Approach
- Bottom-up Research Process
- Internal Research is Championed
- Investment Grade Fixed Income
- Focused Portfolios of High-Quality Growth Companies