Equity Portfolio Management

The Equity Investment Team, based in New York City, manages its client portfolios using a clearly defined, highly disciplined, investment process. This investment thesis and process was created over 20 years ago by Senior Portfolio Manager, Bill Charcalis and has been consistently utilized throughout its history. The success of this approach is a result of the consistency, longevity and commitment of the associated professionals who have worked together, on average, for over 16 years.