Public Equity

  • $16.3 Billion

    Equity AUM
    (as of 12/31/2024)

  • >27 Years

    Average experience of our portfolio management team

  • 16 Years

    Average tenure of client relationship
    (as of 12/31/2024)

Equity Portfolio Attributes

Public Equity Strategies

  • U.S. Large Cap Equity | Brown Brothers Harriman | BBH

  • Mid Cap Equity | Brown Brothers Harriman | BBH

  • Concentrated Small Cap Equity | Brown Brothers Harriman | BBH

Equity Portfolio Managers

Our Latest Insights

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    Private Lessons: Investing Like an Owner

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    Learning to Launch: Teaching Kids About Investing

    September 12, 2023
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    The Benefits of Concentrated Portfolios

    May 08, 2023
    • Capital Partners
  • ""

    Market and Portfolio Update Q2 2023

    May 03, 2023
    • Capital Partners



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