Identifying Quality Companies

Quality Companies:

More Than Just Shock Absorbers in Volatile Markets

Investors have been trying for decades to distill “quality” into something quantifiable that allows them to identify and invest in quality companies. But defining quality isn’t that simple.

We’ve spent more than 20 years refining our investment approach to identifying quality companies—businesses built for the long haul no matter how bumpy the road.

In this webcast, Portfolio Managers Wendell Mackey, CFA, and Matt Betourney, CFA, discuss their unique approach to identifying quality.

 

Watch the Webcast

Featured Speakers

Richard Turley

MODERATOR

Richard Turnley, III

Director, Institutional Sales & Marketing

Wendell E. Mackey

SPEAKER

Wendell E. Mackey, CFA

Founder, Co-Chief Executive Officer and Chief Investment Officer

Matthew Betourney

SPEAKER

Matthew Betourney, CFA

Co-Lead Portfolio Manager – SMID-Cap Value; Portfolio Manager – Small-Cap Value

What you’ll learn:

Quality Companies webcast
  • Why quality companies tend to outperform in volatile markets
  • The pitfalls of relying on a single formula to assess a company’s quality
  • The quality characteristics only qualitative analysis can uncover
  • Why we look through a broader lens to find quality companies