Equity Investment Philosophy

Freeman Associates manages all client portfolios with a combination of quantitative fundamental valuation and disciplined risk control. The firm's investment philosophy favors fundamentally underpriced stocks that also feature attractive growth prospects and broad analyst support. Freeman Associates' further evaluates stocks based on their response to measurable market themes. We reduce active risk by remaining fully invested, industry neutral and well diversified. The firm's sustained competitive edge comes from our unwavering commitment to research excellence.