Ben Hart

ARI focuses on actively managed strategies with a focus on long-term capital appreciation. The firm primarily invests client funds in domestic equity securities and American depository receipts (ADRs).

Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to maximize returns while minimizing risk throughout the entire market cycle. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards.

Operates as a holding company with interests in providing products in cancer diagnostics and foetal health

Operates as an investment bank

Functions as a College/University

HFS applies a unified, disciplined investment approach that is consistent over time. The firm’s investment strategy emphasizes quality, risk control, consistency and discipline. Security selection is based on a bottom-up value approach.

RCG manages accounts in accordance with their overall investment objective and strategy, which seeks long-term growth of capital. The firm typically employs bottom-up fundamental analysis in formulating investment advice and managing client assets. They seek to meet their overall objective and strategy by investing in equity and debt securities. Their Investment Committee has the authority to make investment decisions for certain client accounts.