Traditional Asset Management

The trend in large asset management firms over the past few years is to offer a homogenized investment approach that can be delivered to a very large population of clients. This typically means that their clients are invested in a broad array of expensive investment “products”. At WhartonHill we have a more traditional approach that attempts to identify opportunity in a broad array of liquid investment markets. We are the proper size to offer a truly personalized approach while still applying our investment disciplines.

 

Focus on broad sectors of Fixed Income markets and issues that will provide a competitive return. Our primary focus is on the ability of the issuer to repay their debt.

 

Multi cap growth equity portfolio. Seeks to identify common sense observable long term global macro-economic trends and invest the portfolio in companies most capable to take advantage of these trends. Seeks to identify well managed companies that we believe will grow both sales and earnings at rates superior to their peers and the broad market.