Ferguson Wellman Investment and Trading Team from left to right: Shawn Narancich, CFA, Peter Jones, CFA, George Hosfield, CFA, Tyler Kurata, Alex Harding, CFA, Ralph Cole, CFA, Jade Thomason, Jason Norris, CFA, Joe Brooks, Krystal Daibes Higgins, CFA, Peter Earnshaw, Jake Gradwohl, Joe Herrle, CFA, Ezra Kover, IACCP®, Brad Houle, CFA, Blaine Dickason
INVESTMENT PRINCIPLES
know THE ENVIROnMENT
Capital is allocated in accordance with analysis of the global economic landscape.
identify OPPORTUNITIES
Diligence unclouded by emotion often reveals value overlooked by consensus.
manage RISK
Risk must be compensated by excess return or diversified away.
focus ON THE LONG TERM
Catch the cycles, not the turn, and chart a sustainable course.