The Investment Research Group (IRG) is a team of seasoned investors who oversee asset allocation, portfolio construction, manager selection and monitoring, and risk management across Capital Partners’ client portfolios. We partner closely with your relationship team to design customized portfolios that embody the principles of deep fundamental research, strategic diversification, and alignment with your unique goals and objectives.
Alignment of interests is critical to success – this is how we invest our own money, and we partner with best-in-class investment managers that are committed to investing alongside us and our clients. Our investment offering includes a highly curated portfolio of investment strategies. We leverage our extensive experience and rich networks to actively scour the investment universe to find those select few truly exceptional investors that meet our high bar for inclusion in our portfolios.
Benefits of partnering with IRG
- One Team
- Strong Investment Philosophy
- Stable, Growing Capital Source
- Mutually Beneficial, Long-Term Partnership
How we approach manager selection
- We partner exclusively with best-in-class managers at BBH and third-party investment management firms who align with our philosophy.
- We give preference to owner-operated, employee-owned managers with aligned incentives.
- Our managers excel at identifying inefficiencies and owning their investments with conviction.
- We prioritize maintaining meaningful exposure to proven alpha generators.
Our core beliefs
- Superior returns stem from the patient ownership of a well-constructed portfolio of public and private investments.
- Deep due diligence and bottom-up fundamental research are the foundation of our success.
- Partnering with like-minded investors who share our long-term vision supports us in creating value.
- Alignment of interests drives success; we invest alongside our clients with managers who do the same.
- Long-term thinking allows us to capitalize on opportunities others overlook.
- Price follows value – volatility is not a risk, but an opportunity.
- Contrarian thinking enables us to invest against momentum-driven trends and capture value.
Interested in partnering with our Investment Research Group? To learn more about the process, email us at BBH.Investment.Research.Group@bbh.com.
This communication is for informational purposes only. The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice. Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy. Any views and opinions are subject to change at any time.
This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so. PB-04766-2021-08-10.
Investment Advisory Products and Services:
NOT FDIC INSURED NO BANK GUARANTEE MAY LOSE VALUE
