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Who We Serve

Institutional Equity Management

We're here to serve you.

Email us at info@silvercrestgroup.com or call (212) 649-0600 to learn more.

Institutional Equity Management

Asset Management is in our name. Silvercrest is an investment manager at its core, with a mission to provide best-in-class institutional-quality investment solutions to all our clients.
For over a decade, Silvercrest has partnered with select institutional clients to provide asset management, through our proprietary long-only equity management capabilities. We manage small cap through large cap U.S. value and growth equity, and global and international value equity strategies.

Our Services

U.S. Value Equity

Silvercrest’s U.S. value equity management team is responsible for U.S. Large Cap, Small Cap, Multi Cap and Equity Income portfolios. The team employs a disciplined, value-oriented security selection methodology and also offers sector-specific capabilities, including REITs and MLPs. The strategy is designed to seek above average compound annual returns over complete market cycles with below-market levels of risk. Because the team takes a conservative and long-term approach, portfolio turnover is low. The team favors financially transparent and understandable companies run by proven management teams with substantial equity stakes and whose stocks sell at attractive valuations. This “value with a quality bias” style of investing is designed to be a core equity strategy and has consistently performed well over full market cycles.

U.S. Growth Equity

Silvercrest’s U.S. Growth Equity team manages U.S. Large Cap through Small Cap portfolios. It seeks to assemble diversified portfolios of innovative growth companies addressing significant market opportunities through an intensive focus on company managements and by utilizing a thematic overlay. Typical investments exhibit differentiated and defensible market positions, financial strength, proven management leadership and a stock valuation level which offers a favorable risk/reward ratio.

International Value Equity

Silvercrest’s International Value Equity team offers Small Cap, Multi Cap and Focused International portfolios, and Global Value and Emerging Markets portfolios. The team seeks to assemble diversified portfolios of high-quality international companies that can potentially deliver 3 to 5 year growth of cashflow, EPS, sales and/or book value. Careful attention to valuation enables the team to take advantage of marketplace mis-pricings to invest in these companies at opportune moments, providing the potential to benefit from an upward revaluation compounded by each company’s intrinsic growth.

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.

Speak with
our experts.

J. Allen Gray

Managing Director

Van Martin

Managing Director
Speak with
our experts.

Van Martin

Managing Director

Jim Klaus

Managing Director
Speak with
our experts.

J. Allen Gray

Managing Director

Contact Silvercrest

If you would like to learn more about how we can best serve you, please reach out or stop by one of our offices and visit us.

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