Eoin Emerson Middaugh

PMG uses fundamental analysis to analyze stocks and bonds for the investment portfolio. The firm personalizes client portfolios and invests in assets for the long-term using value-oriented investment strategies. They prefer to hold high quality companies with strong secular growth and strive to remain disciplined on price.

SFM specializes in high-quality, small- and mid-cap value equity investment strategies. The firm utilizes an active, team-based investment approach to portfolio management and seeks to provide clients with superior long-term investment results that consistently outperform their benchmark objectives and expectations. They apply disciplined, bottom-up, fundamental analysis to search for well-managed, financially sound companies trading at discounts to their intrinsic worth and with strong catalysts for price appreciation.

Verus’ portfolio design methods are based upon the belief that each client’s investment objectives should be approached on a holistic and customized basis. This approach necessitates a thorough understanding of the client’s enterprise risk tolerance and objectives. We agree with industry research that shows most portfolio results are driven by the asset and risk factor allocation, and as such, they place heavy emphasis on this component throughout our portfolio design process. Their asset allocation process incorporates multiple tools including mean-variance optimization, scenario analysis and risk factor analysis in order to provide our clients unique and multiple perspectives on portfolio risk and diversification.

Functions as a College/University