Quality Growth Boutique

What are the Four Essentials of Stock Selection?

White Paper

Two majestic marble lions guard the entrance to the New York Public Library in Manhattan, a place they have occupied for more than a century. They were known by many different nicknames in the early years until, in the 1930s, then Mayor Fiorello LaGuardia gave them names that stuck. He called them Patience and Fortitude to embody the qualities he felt New Yorkers would need to survive the great economic depression. The city has been shaken by many crises since, yet the two lions remain potent symbols of resilience in the face of uncertainty and adversity.

A few short blocks away from the New York Public Library, at the Vontobel Quality Growth Boutique, patience and fortitude are qualities that guide the investment decisions we make on behalf of our clients every day. We do not know when the next downturn will hit, how severe it will be, or how long it will endure. That is why we think successful equity investing requires a long-term perspective, courage in our convictions and consistent discipline to weather any environment.

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Quality Growth Boutique
Viewpoint
Emerging Markets

Brazil: The Moment of Truth

Brazil has sold off as the market fears the country is in trouble. If the huge pension program is not reformed, it will add expense to a budget already in deficit – and reform has proven extremely difficult. On top of this, there will be a new President elected in October. The race is so open and full of new and anti-establishment candidates, there is a fear that reform may languish along with the country’s finances.

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