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Institutional Equity Management
Our Services
1 / Determine Research Focus & Portfolio Needs
Ideas are sourced from ongoing research on a self-selected universe, from management meetings at industry conferences, continuous management dialogue and sell-side research.
2 / Perform Fundamental Company Analysis
Bottom-up research is conducted on each investment idea, including SEC Filings & Financial Reports, management interviews, competitive analysis, and forecasted financials.
3 / Determine Reasonable Valuation and Target Price
Silvercrest’s team establishes a target price for investment following a detailed risk analysis and comprehensive company review.
4 / Purchase and Sell Discipline
If selected for a purchase, a stock is held to a strict selling discipline as ongoing research continues.
1 / Meetings with Company Management Drives the Process
The team meets with more than 1,000 management teams each year.
2 / Focus on “Success” Characteristics
The team analyzes business strength, financial strength, leadership, and valuation to find well-capitalized companies with differentiated and defensible market positions.
3 / Thematic Possibilities
Change at one company may impact its customers, competitors and suppliers, and such market evolution can ripple across industries. The team employs thematic overlays to capture the effects of societal and technological change across multiple investment opportunities
4 / Purchase and Sell Discipline
If portfolio needs and company valuations align, the company is entered into a Silvercrest portfolio, and will be held to a strict selling discipline as ongoing research continues.
1 / Determine Research Focus & Portfolio Needs
Portfolio sector and country diversification is carefully analyzed. Individual investment ideas are sourced from a self-selected universe, industry conferences, management dialogue and sell-side research.
2 / Perform Fundamental Company Analysis
Bottom-up research is conducted on each investment idea, including regulatory filings & financials, management interviews, competitive analysis, and forecasted financials.
3 / Determine Reasonable Valuation and Target Price
Silvercrest’s team establishes a target price for investment following a detailed risk analysis and comprehensive company review.
4 / Purchase and Sell Discipline
If portfolio needs and company valuations align, the company is entered into a Silvercrest portfolio, and will be held to a strict selling discipline.
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