Maximize Potential with Strategic Equity Investing
In today’s dynamic financial environment, achieving long-term growth requires a strategic and informed approach. Equity investing offers the potential for higher returns and the opportunity to build wealth over time, making it a crucial element of a diversified investment portfolio. At EPG, we specialize in developing customized equity investment strategies that align with your specific financial objectives. With our extensive expertise and dedication to personalized service, we help you navigate market complexities, ensuring your investments are positioned for success in an ever-changing landscape.
1. Understanding
Our Pillars of Equity Portfolio Management
EPG offers equity portfolio management that is performance driven and complements your strategic objectives.
1. Fundamental Analysis
We employ fundamental analysis to determine appropriate equity holdings.
2. Security Price Forecast
Once a suitable buy candidate is selected, we determine a holding period for each security and develop a price target for ongoing management.
3. Policy Compliance
Before making a recommendation, we assess each security to determine its appropriateness, given your institution’s risk profile and investment policy parameters.
2. Portfolio Construction
Portfolio Construction Tailored to Your Profile
Your portfolio is tailored with a strategic mix of high-quality securities, balancing liquidity, potential gains, and long-term stability.
1. Liquidity Holdings
Highest-rated, shortest-dated fixed-income securities that provide near-term liquidity.
2. Total Return Holdings
Highest quality fixed income securities that have the potential for gains realization prior to maturity.
3. Foundation Holdings
High-quality securities are characterized by incremental yield for maturity, credit, or option risk with the likelihood of being held to maturity.
3. Portfolio Management
Portfolio Management Aligned to Your Objectives
EPG actively manages investments by setting target prices, monitoring market conditions, and aligning buy/sell decisions with your objectives, looking at:
1. Target Price
For fixed income securities, a target spread and/or price is created to benchmark what we believe to be full valuation.
2. Security Outlook
We actively monitor and assess changes in interest rates and credit ratings to capture potential changes that may impact security performance.
3. Client Objectives
We recommend buy or sell actions that integrate investment management practices with client objectives.
Our Pillars of Equity Portfolio Management
EPG offers equity portfolio management that is performance driven and complements your strategic objectives.
1. Fundamental Analysis
We employ fundamental analysis to determine appropriate equity holdings.
2. Security Price Forecast
Once a suitable buy candidate is selected, we determine a holding period for each security and develop a price target for ongoing management.
3. Policy Compliance
Before making a recommendation, we assess each security to determine its appropriateness, given your institution’s risk profile and investment policy parameters.
Portfolio Construction Tailored to Your Profile
Your portfolio is tailored with a strategic mix of high-quality securities, balancing liquidity, potential gains, and long-term stability.
1. Liquidity Holdings
Highest-rated, shortest-dated fixed-income securities that provide near-term liquidity.
2. Total Return Holdings
Highest quality fixed income securities that have the potential for gains realization prior to maturity.
3. Foundation Holdings
High-quality securities are characterized by incremental yield for maturity, credit, or option risk with the likelihood of being held to maturity.
Portfolio Management Aligned to Your Objectives
EPG actively manages investments by setting target prices, monitoring market conditions, and aligning buy/sell decisions with your objectives, looking at:
1. Target Price
For fixed income securities, a target spread and/or price is created to benchmark what we believe to be full valuation.
2. Security Outlook
We actively monitor and assess changes in interest rates and credit ratings to capture potential changes that may impact security performance.
3. Client Objectives
We recommend buy or sell actions that integrate investment management practices with client objectives.
"Portfolio construction and management must always be driven by an understanding of the risk/return profile unique to each client."
Dave Thomas
President
An Integrated Approach to Equity Portfolio Management
Preview Our Asset Liability Services
Enter your information to preview a sample report showcasing the insights and support we offer community-based financial institutions.
Preview Our Asset Liability Services
Enter your information to preview a sample report showcasing the insights and support we offer community-based financial institutions.
Equity Investing Insights
