Our Investment Committee remains diligently focused on researching the companies held in client portfolios and searching for attractive new investment ideas. Over the last twelve months, the Investment Committee has met with over 30 companies across 9 different sectors (see list below) to discuss key topics such as industry trends, competitive positioning, financial stability, and much more. These important touchpoints help us keep a pulse on the companies we invest in and maintain a robust pipeline of new ideas.
Consumer Discretionary
Amazon (AMZN)
MercadoLibre (MELI)
O’Reilly Automotive (ORLY)
Whirlpool Corporation (WHR)
Foot Locker (FL)
Carvana (CVNA)
Consumer Staples
Walmart (WMT)
Procter & Gamble (PG)
Kenvue (KVUE)
Kroger (KR)
Dollar Tree (DLTR)
Dollar General (DG)
TJX Companies (TJX)
Information Technology
Microsoft (MSFT)
ServiceNow (NOW)
Apple (AAPL)
Accenture (ACN)
Ansys (ANSS)
Synopsys (SNPS)
F5 (FFIV)
Amphenol (APH)
Industrials
Uber (UBER)
Watsco (WSO)
TransDigm (TDG)
Union Pacific Corporation (UNP)
Applied Industrial Technologies (AIT)
Health Care
IDEXX Laboratories (IDXX)
Thermo Fisher Scientific (TMO)
Stryker (SYK)
Financials
Kinsale (KNSL)
Chubb Limited (CB)
Blackstone (BX)
Materials
Ecolab (ECL)
Sherwin Williams (SHW)
Real Estate
Terreno Realty Corporation (TRNO)
American Tower Corporation (AMT)
Communication Services
Meta Platforms (META)
