The Loftus Investment Team uses a combination of both bottom-up and top-down investment strategies, with a focus on generating superior long-term returns. They conduct extensive research and analysis on individual companies while remaining cognizant of the overall economic environment. They look for companies with strong barriers to entry, solid management, recurring demand, industry leading profit margins, superior growth in free cash flow, and a strong balance sheet with low leverage.
We start the investment process with our clients by formulating a long-term investment strategy that will meet their investment objectives, time horizon, available capital and their risk profile. Understanding the needs allows us to create a plan to help achieve our clients' financial goals.