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Lowe, Brockenbrough has provided investment services to institutional investors
for nearly 35 years. We strive to deliver consistently strong investment
results and maintain integrity of style across most all market cycles. Among
the characteristics that distinguish our service to institutional clients
are the following:
- Tenure– Lowe, Brockenbrough has enjoyed low
professional turnover throughout the years. Clients benefit
from the consistency of our long-term performance, which is a by-product
of our manager stability. Our staff of investment professionals
has been with our firm for an average of 11 years. Experience
is a valuable asset when managing money.
- Adherence to Investment Process– Investment
portfolios maintain, through all market cycles, consistent characteristics
and risk profiles. It is not our practice to shift radically
the complexion of the portfolio based on the fleeting trends in
pursuit of higher returns. Instead, we remain steadfast in
our commitment to identifying those securities which fit our disciplined
investment style, thus reducing client surprises.
- Long Term Perspective– Lowe, Brockenbrough
portfolio managers, in general, take a long-term perspective when
managing assets. We tend to be investors, rather than traders. Our
portfolios are managed with moderate trading activity. The
average turnover of securities in our portfolios is relatively low
for tax-exempt accounts, as high turnover can be costly.
- Attention to Risk– It is widely acknowledged
that past performance is not a guarantee of future results. Risk,
however, can be more of a predictor of performance than historic
returns. Versus other active managers, Lowe, Brockenbrough
strives to produce competitive returns with below average risk,
resulting in lower volatility of period-to-period returns.
- Continuous Pursuit of Excellence– Lowe, Brockenbrough
understands the importance of delivering strong investment results over
longer periods of time. We continuously evaluate the metrics and
fundamental screens on which our investment process is built. We
maintain tremendous conviction in our investment process and execute
our investment process with fundamentally sound judgment and great discipline.
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