Walden manages several equity portfolio strategies across the market capitalization range, including Small Cap, Small-Mid (“SMID”) Cap, Mid Cap, and US and International Large Cap.
For all equity strategies, our in-house team of investment professionals seeks to identify and invest in stocks of higher quality companies at reasonable prices. Higher quality companies are those we judge to have sustainable business models and strong and stable financial results. Consideration of environmental, social, and governance (ESG) factors is integral to our approach.
Investment portfolios are broadly diversified with exposure across sectors and can be customized to suit each client’s circumstances. Our low portfolio turnover supports tax efficiency in taxable accounts.