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Lowe, Brockenbrough believes that superior investment results can
be achieved over multi-year periods by seeking the equity securities
of larger, well-established companies, which demonstrate strong relative
earnings growth, and by attempting to purchases these stocks opportunistically. Lowe,
Brockenbrough employs a process, which combines an experienced team
of investment professionals with proven quantitative tools and fundamental
disciplines.
The implementation of our equity process begins with a universe of
stocks, which is generally comprised of the S&P 500 Index constituents
plus the 50 largest companies in the S&P MidCap Index. The
universe of approximately 550 companies is screened daily by proprietary
quantitative metrics. This quantitative process is built on fundamental
inputs and screens for earnings growth, sustainability of earnings,
earnings revisions, earnings surprises and, valuation.
Equity Management Investment Process
An experienced team of investment professionals implements our investment
strategy – offering clients continuity of people and process. This
process is consistently applied across all client portfolios, as appropriate. Each
portfolio manager understands the individual tax status, risk profile
and unique circumstances of our clients.
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