The primary objective of the strategy is the achievement of long-term growth of capital primarily through investment in equity and equity-related securities of issuers whose principal business operations are located in the United States.
The Guardian US Equity strategy employs a fundamental, bottom-up research approach. The sub-advisor, Alta Capital Management LLC, believes companies with high free cash flow growth yield superior investment returns with nominal risk. The tenets of our process encompass the following:
• Quality factors are key to long-term alpha generation
• Growth in earnings and free cash flow (FCF) fuels higher stock prices
• Sustainability of earnings growth, profitability and competitive advantages drives future cash flow generation
• Superior FCF growth with lower EPS (earnings per share) variability leads to more resilient, risk-adjusted outcomes
The result is a concentrated portfolio of 30 to 35 US large-capitalization companies.
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