Our Approach And Process

Top-Down Strategy, Long-Term Approach

Estabrook constructs client investment portfolios with a consistent and disciplined process with the goal of preserving and building wealth over time.

We are long-term investors and employ a “top-down” investment discipline that drives our sector allocation and fundamental stock selection. An understanding of current macro-economic factors and the identification of enduring secular trends enables us to take advantage of powerful forces effecting capital markets.

While capital markets may be efficient in the long-run, in the short-run things are not so neat. Market cycles create exploitable valuation opportunities when market sentiment and reality become disconnected, and our fundamental research efforts allow us to identify what we believe are best-in-class companies positioned to benefit in the current environment that we can own at compelling values.

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To speak to a representative or request more information, please use the contact details below.
Bill Baird
Director, Business Development
New York
900 Third Avenue Suite 1004 New York, NY 10022
Asja Begoylc
Marketing and Client Services
Florida
822 AlA North Suite 201 Ponte Vedra Beach, FL 32082