Investment Strategies

U.S. Equity Strategy  (available in a separately managed account and mutual fund vehicle)

Our U.S. Equity strategy focuses on uncovering companies that have the potential to deliver above average returns over time. History has taught us that the short-term focus of many market participants creates opportunities for the longer-term investor. Our experience has shown us that fundamental research uncovers the greatest opportunities to invest and manage risk. We believe the companies in our U.S. equity strategy have sustainable competitive advantages, are well managed, and offer meaningful appreciation potential.

More Information on Separate Accounts   BM&O Partners Fund

Balanced Portfolios (available in separately managed accounts)

For clients seeking a combination of income and capital appreciation, BM&O’s balanced portfolios are constructed to achieve competitive investment returns with lower risk. We construct portfolios with a blend of equities and high-quality bonds. A balanced portfolio's asset mix reflects the speciifc needs and circumstances of the client.

More Information on Separate Accounts

Global Equity (available in a mutual fund vehicle or separate account)

The Global Equity strategy offers diversification and long-term capital appreciation potential through a portfolio of global stock investments. We rely on our proprietary fundamental analysis to identify prospective companies in constructing a portfolio that we expect will outperform over time. The securities owned in this strategy have above-average competitive positioning and are trading at prices that our research suggests are below their intrinsic value.