Equity Investments

Equity Investments
Identifying Opportunity. Navigating Risk.

Equities: Long-term Return, Capital Appreciation and Income

Growth and income with a contrarian twist

Our active equity approach focuses on investing in established global companies with strong earnings potential, attractive valuation, robust cash flow and opportunity for dividend growth, as well as stocks and sectors that also may be temporarily out of favor.

Research driven

At Shorepoint, we’re committed to fundamental analysis. Under the leadership of our co-founder, Managing Director and Chief Investment Officer Luis Raposo, CFA, we rely on our in-house research expertise for all investment decision-making. Our investment team understands every security we hold in our client portfolios and why we hold it.

Individual stocks and other equity investments

Unlike many financial advisory and investment management firms, we prefer to invest in individual stocks, particularly in the large-cap U.S. equity market.

Direct investment in stocks has several benefits for our clients. It allows use to fine-tune portfolios in order to better:

Control cost and risk.
Manage tax impact.
Maximize income.
Integrate client-owned or inherited stocks.

We also invest tactically in mid-cap, small-cap, international and emerging market equities, using stocks, mutual funds and other vehicles, as necessary.

Focus on Secular Growth

In general, we favor stocks in companies that exhibit steady growth potential in all market environments and are positioned to take advantage of broad market and demographic trends like emerging technology and growth in consumer spending.

Income and Capital Appreciation Strategies

Most of our clients’ long-term objectives benefit from investment strategies that emphasize income generation or asset growth—or a combination of the two. Our core equity strategies are the starting point for a customized total portfolio approach. Learn more about our Equity Income and Capital Appreciation Strategies.