Our Investment Philosophy

At Reynders, McVeigh, we believe that strict adherence to our fundamental beliefs has produced a clear discipline for clients seeking a core equity manager. While we offer a personalized service seeking to meet the individual needs of each client, our focus is on finding value within companies that have clean balance sheets, sustainable growth opportunities, and a clear sense of purpose and ethics. Our discipline is based on:

A long-term outlook

We do not believe that any short-term trading strategy can overcome the risks and volatility inherent in the financial markets. All of our investments are based on a multi-year investment scenario and the long-term goals of our clients.

Ethics

We will only invest in companies that we believe are committed to running their firms in an ethical manner. We look for fair treatment of employees, the environment, suppliers, customers, and shareholders because we believe that it is the right way to do business and because we believe it leads to competitive advantage.

Quality

We invest in companies that have strong balance sheets with minimal debt. We seek out firms that can fund their own growth and, where appropriate, pay out a growing stream of dividends. We focus on our very best ideas. Portfolios will normally hold between 30 and 40 equity positions.

Sustainability

We seek to invest in companies that offer sustainable earnings growth over extended periods of time. This growth should be built upon proprietary business practices, a strong balance sheet, and ethical management.

Creativity

We push ourselves to be creative and to be open to new ideas. We do all of our own research and regularly meet with an independent group of outside advisors to challenge our thinking. We will invest in large-, mid-, small- and micro-cap equities, and in both domestic and international companies.

Change

While we have low turnover in our portfolios, we know that change is constant in the world and for our clients. Our portfolios are personalized to meet the varying needs of each client and to anticipate significant changes in the markets and in the complex global landscape.

Minimizing costs

Our job is to help meet each client’s financial goals over a long period of time. We are aware that high costs erode returns, and we are committed to keeping transaction costs and our management fees as low as possible.

Independence

We are contrarian in discipline, investing in companies when they are out of favor in the marketplace. We look for opportunities where others aren’t looking. And we do not seek to balance our industry weightings against any market index.