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 and Large Cap Growth strategies. The minimum account size for separately managed growth equity portfolios is $5 million.
In addition, Quest 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 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.