Equity Strategies

Overview

Leveraging our deep investment management expertise, Ironwood offers equity strategies in a separate account framework.

Ironwood’s guiding principles with respect to equity selection are: 1) We focus on high quality businesses that have an identifiable competitive advantage and exhibit consistently high returns on capital, 2) We are value investors, meaning we seek to purchase equity securities at a valuation below the present value of future discounted cash flows with a reasonable margin of safety, and 3) We think like owners from the standpoint of viewing ownership of an equity security as a fractional ownership of the company.

The universe of securities for both the Core and Dividend strategies are US companies with a market capitalization of greater than $10 billion.

Ironwood Core Strategy

The strategy seeks to construct a concentrated portfolio of high-quality equities that have a collective forward earnings growth projection higher than its benchmark indexes at valuations lower than those indexes.

Ironwood Dividend Strategy

The strategy seeks to construct a concentrated portfolio of high-quality equities that collectively have a dividend yield and dividend growth in excess of its benchmark as well as valuations lower than those indexes.

Equity Team

Matthew Carter, CFA, CFP®
Brian N. Jackson, CFA, CFP®, CTFA
Bruce Williams, CFA
Rich Antonio, CFA
John Ellison

Performance Request

To request strategy composite performance, metrics, and details, please contact Matthew Carter.