How can we serve you?

The Swarthmore Group’s culture is built on diversity of thought, which is why the firm meets regularly to review current U.S. and global economic, market, industry, and company specific trends. This provides a forum to discuss the implications for our investment strategies and facilitates cross-fertilization of ideas.

INSTITUTIONAL INVESTING

Fixed Income

We believe a process of relative value-based security selection constructed to reflect our firm’s macroeconomic view will outperform over a market cycle.  Our conservative fixed income approach is centered around overweighting spread product when we view valuations as attractive, taking minimal relative interest rate risk, and avoiding credit “blow-ups”.  Our portfolios, consisting of treasury and investment grade corporate bonds, are constructed to provide the liquidity, safety, and incremental yield/return our clients desire.  Protecting the downside takes priority over chasing yield; therefore, we rigorously monitor individual credits and the overall credit contributions in the portfolio on a daily basis.

Strategies:

▪ Core
▪ Intermediate
▪ Intermediate Core
▪ Short Duration

 

Equity

We believe quality companies have the ability to generate sustainable earnings growth, produce above-average returns, and provide downside protection during market disturbances.  We define “quality companies” as those who are leaders within their industries, characterized by a proven management team, well-managed capital structure, improving market share, expanding operating margins, strong cash flow generation, and a history of effective Research & Development.

Our concentrated equity portfolios are constructed of high conviction names combined with liquid sector ETFs.  We seek to provide excess return through these high conviction holdings, and manage the risk profile in conjunction with our macroeconomic outlook via sector ETF exposure.

Strategies:

▪ Core
▪ Passive

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