Our portfolio management team leverages the resources of our internal equity research team in conjunction with external institutional international advisors to provide a comprehensive equity strategy for private clients.
Rochdale Large Cap U.S. Equity Strategy
The goal of our Large Cap Investment Methodology is to seek long-term capital appreciation on a risk-adjusted basis by prioritizing Industry Groups utilizing our proprietary SAIGE Model (Scientific Active Industry Group Equity).
Rochdale Mid-Small Cap U.S. Equity Strategy
The goal of our Mid-Small Cap Investment Methodology is to produce high relative capital appreciation through a focus on company fundamentals in order to capture undervalued and attractive companies. The three pillars of our Mid-Small Investment Philosophy include:
- Prioritize Industry Group
- Business Metrics Analysis
- Financial Metrics Analysis
International Equities
Our portfolio management team subscribes to a country allocation approach to core international equity investing. Research has demonstrated that a significant portion of international returns can be attributed to the country allocation decision.