INVESTMENT PHILOSOPHYSchroeder Capital Management’s philosophy is the application of fundamentally-based investment research in the creation of customized portfolios. Both growth and value-oriented securities are selected from a broad universe of U.S. stocks, international ADRs (American Depository Receipts) and fixed income securities. A comprehensive analysis of relative global interest rates, economic growth prospects and geopolitical developments are important ingredients in providing a basis for fundamental research and supporting the portfolio building process. Evaluating relative global attractiveness of individual companies and security valuation disciplines are critical in the process of successfully identifying the best investment candidates whether in the U.S. or abroad.
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