Investment Philosophy

We believe that active management and a disciplined process supports successful long-term investment results.

Barrett believes there is nothing more important to long-term investment success than a clear investment philosophy. We pursue our investment theses through disciplined research and analysis of investment opportunities. Given the complexities and risks of today’s investment landscape, we believe that combining data-driven analysis together with the critical thinking of our experienced investment professionals allows us to construct investment strategies tailored to the needs, objectives, risk tolerances and time horizons of each client.

“Know what you own and know why you own it.”

—Peter Lynch

Our investment thinking is independent, objective and creative. The core tenets of our investment philosophy are:

  • Stocks have produced superior absolute returns over the long-term compared to bonds and cash
  • Companies with superior earnings growth and strong balance sheets should produce strong absolute returns for clients
  • Clients should stay invested during periods of market volatility
  • Client portfolios should include exposure to growth-oriented companies
  • Fixed income investments should be in investment grade securities

Independent. Customized. Focused.

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