Equity Management

Equity investment decisions begin with economic analysis. We continuously study the economy to identify long-term trends and their investment implications.

We then apply our economic forecast to a universe of stocks, looking for ways to capitalize on these trends. Elliott & Associates’ stock universe consists mainly of large U.S. based multinational companies.

Individual stocks are then analyzed based on company-specific fundamentals: positioning within respective industry, rates of growth, cash flow, pricing power, and overall financial strength. Stocks that meet our criteria are then assessed for suitability for each client’s portfolio .