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Due to our recent name change to Wilmington Trust Investment Advisors, Inc. (WTIA), some of our site's content may not be representative of our new combined entity. Please be assured that work is underway to update the site.
Equity Process
Our Equity Process seeks to identify profound themes, trends or patterns that will drive industry, commerce and society for market cycles and potentially generations. This proprietary process also filters our investment ideas through quantitative and qualitative screens, plus a final risk assessment. The result of this process is the identification of companies with the following attributes:
  • Strong earnings growth and improving fundamentals,
  • Specialized competitive advantages in the marketplace, and
  • Significant catalysts for growth.
Our sell discipline mirrors our analytical process and is just as rigorously applied. We regularly monitor our portfolios to determine if – and when – we should liquidate a position when thematic, quantitative and qualitative factors are overextended.
 
Information on this web site is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Wilmington Trust is a registered service mark of Wilmington Trust Corporation, a wholly owned subsidiary of M&T Bank Corporation (M&T). Wilmington Trust Investment Advisers, Inc. (WTIA), a subsidiary of Manufacturers and Traders Trust Company (M&T Bank), is a SEC-registered investment adviser providing investment management services to Wilmington Trust and M&T Bank affiliates and clients.

This information contained herein is not intended as a recommendation or determination that any investment is suitable for a specific investor. Investment products are not insured by the FDIC or any other governmental agency, are not deposits of or other obligations of or guaranteed by any bank or other entity, and are subject to risks, including a possible loss of the principal amount invested.

The content of this site, including but not limited to the text and images herein and their arrangement, are copyright of Wilmington Trust Investment Advisors, Inc. Third party trademarks and brands may be the property of their respective owners.

© 2012 Wilmington Trust Investment Advisors, Inc. All rights reserved.