Sound Principles. Disciplined Strategies.
Our goal at SBH is to provide our clients with strong-risk adjusted returns across a wide array of strategies, from fixed income to equity and alternative investments. Our long-tenured investment teams each manage distinct portfolios with three underlying investment principles:
- We focus primarily on fundamental factors when analyzing and investing in securities.
- We are bottom-up investors, building portfolios security-by-security.
- We place strong emphasis on the risk/reward of all the securities we consider for purchase.