Investment Management: Equities
Beacon Trust’s equity investment process is a unique combination of mathematics, computer science, and professional management. The firm manages several domestic strategies including: Core, Income and Appreciation - all with solid track records. Additionally, for over three and a half years the firm has managed its top quartile Core International strategy. Each of our strategies has a quality and deep rooted value-orientation and employs proprietary multifactor models with strict manager-driven criteria for stock selection. Equally important to the investment process are portfolio construction, risk management, fundamental research, and the firm’s trading strategy.
The multifactor models, developed in-house, are based on academic research, industry best practices, and analytics derived from the holdings of successful investors. The firm’s proprietary multifactor models provide a significant information advantage by automating many analytical processes including calculating potential buy lists and providing insights into portfolio construction and risk measures for the management team to assess. Each potential change to a portfolio undergoes a rigorous process including a security and portfolio level risk assessment and the measurement of the impact of turnover.
The portfolios offer individuals precision style exposure and are offered exclusively as separate accounts allowing for customization or personalization.