
Institutional
Clients
Eagle Ridge manages three core Equity strategies: Global Quality, Relative Opportunity, and International Quality. Each follows the same bottoms up, fundamental investment process.
How We Work With Clients:
- We explain the investment process and current investment rationale
- We articulate the drivers of investment performance
- We can advise on complementary strategies to increase diversification of a broader portfolio
- We can provide other investment resources on request

Eagle Ridge’s Investment Strategies are available through the following vehicles:
Separately Managed Accounts
Please call us directly at: 203-227-4515 to inquire about opening a separately managed account.
Broker Platforms
- Charles Schwab: Schwab Marketplace
- TD Ameritrade: TD Separate Account Exchange
- Fidelity Investments: Fidelity Separate Account Network
Turnkey Asset Management Platforms
- Envestnet
- SMArtX Advisory Solutions
- Adhesion Wealth
- TD Ameritrade’s Model Market Center
- Amplify Technology, LLC
Eagle Ridge is open to establishing new investment management relationships with third-party advisors and/or platforms not listed here. Please contact us.

More information on Eagle Ridge strategies can be found in the following databases:







Equity Investment Process
Our goal for the Equity exposure in a portfolio is to generate competitive long-term returns with a lower risk profile relative to the respective benchmark. We accomplish this by carefully analyzing the results of our proprietary research on individual companies to create a concentrated portfolio diverging from the benchmark.

- Define a universe based on country and size
- Run a multi-factor screen focused on quality and valuation to identify potential investment candidates
- Based on the strategy, further reduce the universe into a ranked, dynamic Coverage List
- Assess the Coverage List to determine those names that move forward in the research process
- Business Quality
- Consistent ROIC among the highest in the company peer group
- Appropriate debt levels with the ability to self-finance
- Demonstrated operating leverage within the business model- historical evidence vs. Management promises
- Sustainability of Business
- Long-term market opportunity for goods or services- not transient conditions
- Proprietary distribution network, technology or brand which creates a long-term barrier
- Historical ability to drive growth organically
- Innovation through a higher allocation of resources to R&D, Sales and Marketing in relation to competitors
- Sensitivity to business cycle in relation to cash flow generation- the historical ability to generate cash during a down market
- Market Growth
- Secular trend driving or hindering the market
- Potential catalysts
- Regulatory or legal barriers which hinder the market
- Shareholder Interests Pre-eminent
- Management’s interests aligned with shareholders
- CEO letters show company driven by cash flows
- Allocation of capital appropriate for business- no empire building or constant financial engineering
- Transparency in financial reporting
- Board oversight and independence
- In order to invest, an attractive opportunity must have a reasonable valuation
- Eagle Ridge examines a company’s valuation through 2 lenses:
- Discounted Cash Flow Model: projects 5 years of cash generation
- Projections focus on current market growth, segment structure, and earnings leverage while accounting for its historical record
- The discount rate is calculated using the current and historical betas
- Projected Earnings Model: Projects 4-year normalized earnings and P/E multiple
- Based on historical averages for company and the index
- Discounted Cash Flow Model: projects 5 years of cash generation
- The valuation is stress tested based on historical lows in growth and margins to ensure an appropriate margin of safety
- Concentrated portfolio of companies trading at a discount to their intrinsic worth
- Investment committee approves all buy/sell decisions
- Full positions established at purchase
- Strategy specific limits on security and sector weights
Transparency

Simplicity
We invest client funds directly into a portfolio of companies. We understand what we own and are accountable to clients for holdings and performance. We are not outsourcing management of client funds to other advisors.

Independent / Unbiased
As a partner-owned firm, we are independent and free of outside owners. We do not sell products of any kind and there are no incentives to transact.

Relationships
Delivering competitive returns with an appropriate risk profile for each client is a central objective. Clients trust us to deliver whatever investment service their institution needs, including reporting, analysis and commentary. The relationships we develop typically span more than a decade.

Consistent Investment Process
We stick to a proven investment process and do not time the market. Clients are paying us for our judgment as well as a comprehensive research process that involves debate, rigor and patience. We monitor what we hold and analyze how the portfolio will react to changing markets.

Communication
Keeping an open dialogue is vitally important and we are proactive with clients. Clients do not deal with intermediaries but have direct access to the portfolio managers investing their account to address any questions or issues in a timely manner.

Team Player
As a trusted advisor to our clients, we work extensively with other professionals, boards of directors, investment committees and institutional consultants.