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Investment Management

High Quality Core Equity Strategy

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Emphasis on future capital appreciation. Principal risk and fluctuation is expected and acceptable over the intended long-term investment time horizon (in excess of 5 years). Portfolio will consist of equities and cash.

Objective

The First Foundation Advisors High Quality Core Equity Strategy seeks to exceed the returns of broad value indices, with less risk over a market cycle. We strive to capitalize on stock market inefficiencies by investing in high quality, large cap equities which are trading at a substantial discount to a conservatively estimated intrinsic value. All investment decisions are based on rigorous, bottom-up, fundamental analysis. Companies in our portfolio share many similar fundamental characteristics, such as: sustainable free cash flow, high return on invested capital, low debt levels, dominant market position, superior competitive advantage, and shareholder-oriented management. Portfolios are designed to be adequately, but not overly diversified with 30-40 securities across a broad range of economic sectors and industries. ADR’s are included as part of our global investment strategy. Cash levels are a result of available opportunities and are typically less than 10%.

Strategy 

Our disciplined, repeatable investment process seeks to consistently generate a portfolio characterized by a higher than market dividend yield, lower than market risk (as measured by beta and standard deviation), with competitive risk adjusted returns. 

Portfolio Management

Roger B. Palley, CFA

Managing Director of Equity Investments
rpalley@ff-inc.com
(949) 622-3730

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY