What is “Quality Investing?”
The Haverford Quality Investing® philosophy, which is central to Haverford’s success, was developed to achieve three goals:
The philosophy is straight-forward and easy to understand, but it requires discipline, persistence and consistency. You can count on our investment professionals to:
While our philosophy remains consistent from year-to-year, we are forward-looking in our selection of securities and views on asset allocation.
We begin with you — specifically, with a discussion about your short-term and long-term needs. From that conversation, we design an asset allocation that delivers the right balance of risk and reward for you.
Finally, we select the highest quality investment options available to meet your asset allocation needs, and use it to assemble a transparent portfolio designed to:
We believe that rational asset allocation is the key to reducing risk while tapping opportunities for growth.
At Haverford, you can expect us to:
Invest in the highest quality companies with strong long-term growth potential — and then be patient with those investments.
Focus on shareholder friendly companies that place an emphasis on above-average dividend growth.
Consider the highest-quality debt instruments with adequate risk/reward compensation.
Invest for global diversification wherever it creates value.
Look beyond the balance sheet to analyze risk factors including Environmental, Social, and Governance (ESG) to reduce downside risk.