In a financial world where mergers of banks, brokerage firms and insurance companies dominate the landscape, independent research and analysis have gained greater importance. With regulatory changes, investment information now is made available to everyone at the same time. As a result, corporate management teams have become guarded about providing insight that could be used as information for investment decisions. Our commitment to maintaining the necessary autonomous analytical resources and a disciplined process has given us the tools necessary to invest successfully and has resulted in superior performance for our clients.

The primary objective for each client - institutional or private - is to provide superior, risk-adjusted capital appreciation. The portfolios we build are primarily equity based, with fixed income investments used for diversification, liquidity or income needs. Throughout the life of the portfolio, we constantly evaluate each company's fundamentals, valuation and earnings estimates. For taxable portfolios, we are mindful of the individual implications of any sell decision and employ strategies to minimize taxes.

At Seizert Capital Partners, our equity management is tailored to meet the specific needs of our clients; some seek to preserve wealth that has been created in the past, while others seek to maximize and enhance the wealth that has been achieved. Together, we determine a representative performance benchmark, with the S&P 500 often used as a comparison.

We maintain a discipline that is focused on identifying common stocks that are "under-valued." These may be the result of misperception, market neglect or temporary conditions affecting the company or industry. Using both quantitative and qualitative analysis, we focus on valuation, earnings and cash flow growth, financial strength and sustainability. We enhance our sensible, top-down perspective with extensive company specific research designed to uncover inefficiently priced securities. We utilize publicly available information coupled with insights of private market participants and our experience. Additionally, our many years of management experience have taught us to pay particular attention to generational trends, demographics and enduring socio-economic themes. After a company is filtered through each level of our research process, we are able to identify suitable investment opportunities.

While private clients require individually tailored portfolios, institutional clients frequently have specific criteria or characteristics that must be met by a manager. These criteria place managers in broad style categories such as "value" or "growth," and "large cap" or "small cap." Seizert Capital Partners offers several products that meet these institutional needs.