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.
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| 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.
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