Investment Strategies
The Long View
Quest Investment Management specializes in managing long-only growth equity strategies, fixed income portfolios and asset allocation strategies for institutional and individual clients.
Concentrated Large Cap Growth
Portfolios generally hold 25-40 equally weighted securities and seek to outperform the Russell 1000 Growth Index.
Large Cap Growth
Portfolios generally hold 50-70 securities, equally weighted within sectors, and seek to outperform the Russell 1000 Growth Index.
Asset Allocation Strategies
Income oriented portfolios with an emphasis on capital preservation employing fixed income, exchange traded funds and common stocks in a custom allocation aligned with a client’s risk tolerance.