Investment Strategies

The Long View

Quest Investment Management specializes in managing long-only growth equity portfolios for institutional clients. The Firm offers Concentrated Large Cap Growth, Large Cap Growth and SMid Cap Growth strategies. The minimum account size for separately managed growth equity portfolios is $5 million.

Quest also offers investment advisory services for fixed income and Capital Asset Allocation Strategy (CAAS) portfolios.

Please contact us for detailed strategy information.

Concentrated Large Cap Growth

Portfolios generally hold 30-40 equally weighted securities and seek to outperform the Russell 1000 Growth Index.

Large Cap Growth

Portfolios generally hold 60-80 securities, equally weighted within sectors, and seek to outperform the Russell 1000 Growth Index.

SMid Cap Growth

Portfolios generally hold 50-70 securities, equally weighted within sectors, and seek to outperform the Russell 2500 Growth Index.

One SW Columbia St., Suite 1100 Portland, OR 97258
503-221-0158