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Public Equity

Philos Partners employs a low-risk approach to equities investing, guided by consistent, objective, and rational decision-making. Our portfolio is subjected to a stringent set of investing criteria with the goal of providing good risk-adjusted returns to our clients over time.

The following are our guiding principles:

  • Invest in cash-generating, well-established companies that are market leaders in key products and services.
  • Require that investments be purchased at a price that is less than our assessment of intrinsic value* at the time of purchase (e.g., a margin of safety** in the stock price).
  • Invest in fewer companies to reduce the risk of unanticipated company-specific problems, and only in companies that meet stringent business and value standards.
  • Think like a business owner or operator by holding a stake in a company for an extended period of time to compound wealth and reduce transaction costs.

Discover how we strike a balance between environmental, social and governance (ESG) concerns.

U.S. Large-Cap Equity

Domestic large-cap equity strategy that aims to invest in established, cash-generative businesses primarily in North America

Global Equity

Global equity strategy that aims to invest in leading providers of essential products and services that are domiciled in North America and internationally

U.S. Small & Mid-Cap Equity

Small & mid-cap equity strategy that aims to invest in a select number of out-of-favor or under-followed companies

* PP's estimate of the present value of the cash that a business can generate and distribute to shareholders over its remaining life.
* *A margin of safety exists when we believe there is a significant discount to intrinsic value at the time of purchase- we aim to purchase at 75% of our estimate to intrinsic value or less.

NOT FDIC INSURED   NO BANK GUARANTEE   MAY LOSE VALUE