Ted Rorer

Rorer Asset Management offers four types of investment accounts including large-cap equity, mid-cap equity, balanced and fixed-income. They specialize in investments in domestic large/mid cap value equities and fixed-income securities. They use a relative value investment process to reduce performance volatility while achieving targeted risk-adjusted returns across investment cycles. After Rorer's equity screening process is complete, fundamental and economic analysis is performed on those companies that meet the relative valuation, earnings momentum and portfolio guidelines. This analysis includes, but is not limited to, discussions with corporate management, interviews with one or more Wall Street analysts who closely track the company and a thorough review of all fundamental data. Lastly, they evaluate macroeconomic factors including business cycle analysis and the expected direction of interest rates before initiating the purchase of any security. Their sell process seeks to realize substantial profits after they have been earned or to conserve capital when necessary. An upside price objective is established at the time of purchase. This price target is set at a level that the stock is reasonably expected to achieve within an 18-24 month period. Alternatively, a stock will be sold if its fundamentals fail to meet expectations or if its position exceeds their industry and position weighting limits. Rorer's fixed-income process begins by analyzing economic and market conditions. Rorer seeks to capitalize on this analysis by being longer, neutral or shorter than their index as conditions dictate. Rorer also seeks to control the portfolio's volatility by adhering to a duration boundary defined by a 20% range over or under the duration of the index, measured in years.

Functions as a College/University

Copeland offers investment strategies that employ fundamental, quantitative, macro-economic and technical analysis. The firm believes that stocks with sustainable dividend growth consistently outperform the market with less risk.

Functions as a College/University