Growth Equity Strategy

In the equity market, Barrett looks for global companies that are growing their revenues and earnings at rates faster than the overall market. We conduct rigorous research that includes evaluating a company's competitive position, growth opportunities, business model, management, and market valuation. We focus on innovative global companies that have strong balance sheets and improving levels of profitability with high returns on capital. This research culminates in a thorough report reviewed and discussed by our investment group. Once a security is approved, it is bought in the appropriate accounts. Barrett believes that portfolios should be diversified via companies across market capitalizations and within different geographical and industry sectors. For greater and specific international exposure, we may also utilize investment vehicles such as exchange traded funds, mutual funds and closed-end funds.