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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.

     

    		 






    Thematic Perspective
    • Themes
    • Patterns
    • Trends
       
    Quantitative Analysis
    • Proprietary Screenings
       
    Qualitative Analysis
    • Intense bottom-up analysis
    Risk Modeling
    • Analyze Company and Industry Factors
    • Monitor Tracking Error
       
    Risk Management
    • Diversify across economic sectors
    • Set Position limits
       
    Risk Allocation
    • Preserve portfolio characteristics
    • Maintain style discipline
    Adherence to Investment Policies and Guidelines

    Adherence to our Sell Discipline

    Respecting income & liquidity needs

    		• Thematic Screening
       

    		• Quantitative Screening
       
     

    		• Qualitative Screening

     

    		 

     


    The 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. See our privacy policy. The content of this site, including but not limited to the text and images herein and their arrangement are Copyright by MTB Investment Advisors. © Copyright 2006 MTB Investment Advisors. All rights reserved.