We seek long-term growth of capital through investment in a select group of high-quality companies.
We believe that investment in a select group of high-quality companies, which are industry leaders, offers greater potential to achieve above-average returns over a long-term period.
- Portfolio of industry leaders well-positioned for continued growth
- Concentrated portfolio of high conviction names, rated one or two by analysts
- Bottom-up stock selection
The investment process targets investments in companies with sustainable business models at reasonable valuations. GE Asset Management’s Research Team screens a universe of approximately 750 names to identify “competitive winners” that compose a “Stockwatch” list of approximately 375 companies. Each industry analyst then closely follows approximately 25 stocks: building earnings models, ranking companies in terms of investment attractiveness, visiting with company managements, contacting industry suppliers and competitors, attending industry conferences and leveraging GE businesses contacts worldwide. The portfolio managers draw upon the best long-term ideas of the research analysts in constructing the strategy and typically have a three- to-five year investment time horizon. Individual security weightings are determined by the performance potential of the stock, level of conviction, and liquidity and market capitalization of the security. Sector allocation is a fallout of the stock selection process, but is monitored as part of the risk control process.
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| Other U.S. Equity Strategies | |
