Comprehensive solutions based approach with conservative growth investing focus
Fraenkel Group is a research-driven manager of significant size, scale and resources serving individuals, families, foundations, retirement plans, endowments, and family offices.
Our Philosophy & Process
We are client focused and invest in high quality companies with long-term potential.
Listening is the cornerstone of our practice. Each client has a story that shapes their investment attitudes and goals. Our process begins by spending significant time with our clients to hear these stories. Asking questions to understand their lives and situations, and to identify how they feel about their wealth and investing, is the only way to truly develop a solution that meets each individual’s or organization’s unique investment goals and expectations. Our team is multi-generational, which matches the long-term multi-generational relationships we maintain with many of our clients (serving parents, children, and grandchildren). We have a high touch approach to client service, and offer clients access to a trusted advisor network.
The foundation of the Fraenkel Group’s core strategy is conservative growth – with a focus on investing tax efficiently for the long-term in high quality industry leaders in which we have a strong conviction. Our goal is to deliver solid, long-term performance based on sound judgment. We follow a consistent approach to portfolio management that focuses on a rigorous decision-making process. We are research-driven, using proprietary analysis and a well-defined process to identify and evaluate ideas and companies. We combine fundamental research with supplemental technical analysis, to remove the emotion from buying and selling portfolio companies – focusing on relative strength and other quantitative statistics and rankings.
Generate Ideas
Collaboratively discuss ideas sourced through the team, the firm’s centralized research team and third-party research.
Research Attractive Opportunities
Conduct in-depth qualitative and quantitative analysis on industry leaders, special situations and high dividend stocks that meet our criteria.
Invest Thoughtfully
Build and monitor a diversified portfolio of typically 25-30 stocks. Attempt to remain fully invested unless opportunities are scarce.
Wealth Planning with the Fraenkel Group
Importance of Judgement in Investing
Highlights1
30+
Years Managing Client Assets
$5.8bn
Assets Under Management
14
Investment and Client Service Professionals
25–35
Typical Equity Portfolio Companies
Meet the team
1 As of September 30, 2024
Additional Disclosures:
This material is intended as a broad overview of the portfolio managers' current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Investing entails risks, including possible loss of principal.
Firm history includes the history of all firm subsidiaries, including predecessor entities. Investment professionals referenced include portfolio managers, research analysts/associates, traders, and product specialists and team dedicated economists/strategists.