Our Investment Process
At Silvant, we strive to provide consistent, repeatable outperformance for our clients. To do so we employ a rigorous investment process that has yielded strong results.
- We screen all stocks in our investment universe, identifying those with the strongest “fundamental momentum”. We look for companies whose revenue and earnings are growing, whose cash flow yields are supporting efficient capital deployment and where valuations are attractive.
- Our team then evaluates the best positioned companies, seeking to understand all aspects of their businesses. Those firms best positioned to execute on secular and cyclical growth trends and whose prospects look attractive from both a short and long term prospective are added to the portfolios.
- Each of our growth portfolios is well balanced diversified and constructed so that the majority of the relative outperformance is derived from stock selection. Our risk management process seeks to avoid large sector, style and other unintended biases relative to the indexes. We believe this prudence affords us the opportunity to outperform in most types of market conditions.
Our clients expect top-tier investment performance and service. We believe our process is well suited to meet those goals.
