Investment Advisory
Investment Philosophy
Our investment philosophy and decisions are based on in-depth research and patience.
Fundamental research helps us understand industry dynamics and a company’s competitive advantages. We wait for favorable pricing before deploying capital for investment, focusing on industries and companies we understand. Anticipating price volatility and unforeseen economic events, we construct portfolios designed to withstand short term changes.
Different events affect the valuation of businesses, often creating investment opportunities. We view “bad times” or “bear markets” as opportunities rather than reasons to panic. We invest when opportunities arise, allocating to stocks, bonds, and specialty managers. Private equity, real estate, and hedged strategies are analyzed for specific client needs.
Process & Vision
We believe that long-term growth of capital is achieved by investing in companies with sustainable business models and strong management teams.
Our Commitment to You
Our investment team performs rigorous industry and company fundamental analyses that incorporate qualitative and quantitative criteria. Analysts discuss, share, and debate investment ideas. Our review includes understanding a company’s business model, monitoring management’s focus on delivering shareholder value and questioning sustainability of the business model.
Investor emotion influences stock price, and stock price impacts our investment decisions, since purchase price is a key element of performance. As patient allocators of capital, we study investor behavior and market cycles for opportunities to sell stock at a premium or buy shares at a discount.
Your Resources
At Riverview Capital Advisers, we acknowledge that investment success in some sectors requires specific knowledge and experience. Specialist managers are included in portfolios to access those sectors, and our analysis of the managers goes beyond style boxes and historical performance. We select investment managers because we believe their skill and investment process will deliver favorable investment results over economic cycles, and our ongoing and detailed monitoring provides meaningful insight. Rather than limit our clients to traditional asset classes, we include managers of real assets, hedge funds, and private equity.
Investment analysts are part of your wealth advisory team. Your investment strategy is designed especially for you, since not all investments are appropriate for all clients, and will evolve with your changing needs. While adhering to our philosophy, we invest to accommodate your future cash flow needs, your investment horizon, and most importantly your personal risk tolerance. We want you to sleep at night!
