Long Equity Portfolios

Focusing on Quality & Efficiency for Core Equity Exposure

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Why

Efficient Compound Growth:
Focus on long-term asset appreciation.
Time in the Market:
Portfolios benefit from sustained market exposure.
Risk Management:
Downside protection provided by the quality factor.

How

The Quality Factor:
Invest in companies with durable growth, profitability, and high-capital efficiency.
Active Management:
Combining active management with the rules-based methods and tax efficiency of passive vehicles.
Data Driven:
Use technology and quantitative screening to enhance traditional investing.

Results

Consistent Alpha & Outperformance:
Driven by security selection and reduced downside capture.
Tax Efficient Returns:
Targeting minimal realized gains and ongoing-loss harvesting.
Customization:
Ability to offer tailored solutions for advisors and clients.

Capitalizing on the Quality Anomaly

At the core of our equity strategies is a focus on quality businesses, which we believe can provide investors with attractive compound growth, tax efficiency, and reduced volatility.

The “Quality Anomaly”

A market inefficiency created by behavioral biases and short-term investor behavior.

High-Quality Companies

Benefit from consistent earnings across cycles.

Benefits to Long-Term Investors

Include persistent alpha generation and tax efficient investment growth powered by compounding.

High & Low Quality Stock Historical Performance – U.S. Large Cap Equity

As illustrated by the accompanying chart, this investing approach has produced results, as over the three decades ending in 2022 U.S. high-quality businesses have outperformed low-quality by 4% annually with 1/3rd less volatility.*

Source: MSCI, GMO. Data represents performance 12/31/1988 – 12/31/2022

Assets Under Management

Companies in Our Investable Universe

Core Quality Holdings Per Strategy

Featured Strategies

U.S. Quality Growth

U.S. Quality Dividend

International Quality

U.S. Small & Mid Cap Quality

U.S. Quality Growth

Strategy Overview: For investors seeing consistent compound returns in U.S. large cap growth equities with reduced drawdowns.
Focus: Consistent earnings growth at reasonable valuations
Guidelines: Prioritize earnings growth, capital efficiency, free cash flow generation, and avoid companies in the top 20% of industry valuation
Index & Universe: R1000 Growth (Market Cap >$20B)
Target Holdings: 25-30
Inception Date: 3/31/21
Composite Assets: $1.1B

U.S. Quality Dividend

Strategy Overview: For investors seeking consistent compound returns and income in U.S. large cap value equities with reduced drawdowns.
Focus: Consistent earnings growth & attractive total yield
Guidelines: Prioritize earnings growth, capital efficiency, free cash flow generation, and avoid companies with dividend yields below the S&P500 yield
Index & Universe: R1000 Value (Market Cap >$20B)
Target Holdings: 30-35
Inception Date: 3/31/21
Composite Assets: $950M

International Quality

Strategy Overview: For investors seeking consistent compound returns in World-ex-US equities(ADRs only) with reduced drawdowns
Focus: Consistent earnings growth at reasonable valuations
Guidelines: Prioritize earnings growth, capital efficiency, free cash flow generation, and avoid companies in the top 20% of industry valuation
Index & Universe: MSCI ACWIxUS (Market Cap >$10B)
Target Holdings: 35-40
Inception Date: 12/31/22
Composite Assets: $95M

U.S. Small & Mid Cap Quality

Strategy Overview: For investors seeking consistent compound returns and income in U.S. Small/Mid cap equities with reduced drawdowns
Focus: Consistent earnings growth at reasonable valuations
Guidelines: Prioritize earnings growth, capital efficiency, free cash flow generation, and avoid companies in the top 20% of industry valuation
Index & Universe: R2500 Index (Market Cap <$20B)
Target Holdings: 40-45
Inception Date: 5/31/24
Composite Assets: $10M

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Portfolio Management Team

Our Portfolio is Our People

Portfolio Manager

Jay Peters, CFA®
Principal, Portfolio Manager
Equities

Portfolio Strategists & Analysts

Benjamin Lope
Vice President

Ana Gonzalez Associate, Wealth Strategy NewEdge Wealth

Ana Gonzalez, CIMA®
Vice President

Austin Capasso
Associate

Strategic Advisors

Cameron Dawson, CFA®
Chief Investment Offier
Macro / Equities

Rick Hollmann, CFA®
Managing Director, Head of Advisory Solutions
Investment Solutions

Brian Nick
Managing Director, Head of Portfolio Strategy
Multi Asset / Fixed Income

Read the Whitepaper

Quality-Focused Investing at NewEdge Wealth

Quality investing can offer tax-efficient returns powered by resilient compound earnings growth. In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term investors.

Market Insights

April Market Volatility Update

We came into 2025 expecting a pickup in market volatility. It has not taken long for those expectations to be met, and then some. As we feared it would, the combination of optimistic businesses and consumers with equity and credit markets priced for perfection proved to be combustible when policy uncertainty was added to the mix.

Leveraging Uncertainty to Provide Stability

With uncertainty on the rise and market sentiment faltering, investors may be starting to second-guess their portfolio risk to avoid future haymakers that equity markets may throw. Portfolio strategies that provide investors with a degree of downside protection against equity loss and defined return outcomes can be a powerful tool to keep otherwise fearful investors aligned with (their financial) plan.

Market Volatility Update

Listen in as the investment team discusses the source of recent market volatility, the potential duration and depth of the correction, and how investors can take advantage.

NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms

NewEdge Wealth announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms.

2025 Outlook: Great Expectations

Hear the team's insights into the economy, key policy trends, and market dynamics as they explored upcoming challenges and opportunities.

2025 Outlook: Great Expectations

One of the many incisive lessons from Charles Dicken’s Great Expectations is how quickly a new environment can alter our perceptions and make us forget from where we came.

Just like young Pip who forgets his humble roots and comes to demand great things from his London high society life, only to be disappointed, today’s investors and forecasters have become accustomed to a high return, low volatility, upside-surprise-driven macro and market environment.

Navigating the Divide: Active vs. Passive Strategies in Today’s Equity Markets

As equity market indices have delivered remarkably high and steady returns, investment strategies tied to those indexes can play a more important role in portfolios. So-called passive investing has become a $13 trillion powerhouse, transforming the financial landscape. But its rapid ascent has broader implications for market dynamics.

2025 Outlook Preview

In true NewEdge fashion, our 2025 Outlook Preview is presented as a “songbook”, inspired by songs from a broad swath of genres. In addition to the link to the charts below, we have also shared a video where Chief Investment Officer Cameron Dawson walks through the deck.

The 2024 Election: What Investors Need to Know

In this webinar, hosted by Cameron Dawson, Chief Investment Officer, and Brian Nick, Managing Director, Head of Portfolio Strategy, as well as Robin Petty, Managing Director, Head of Wealth Strategy at NewEdge Wealth, the team shares their perspectives about the historical relationship between election outcomes and financial markets. They covered the status of the race, the key issues at stake and the policy roadmap for 2025 and beyond, all with an eye toward the likely impact on the economy and markets.

Quarterly Macro & Market Update

As we entered the final quarter of 2024, Cameron Dawson, CFA®, Chief Investment Officer at NewEdge Wealth, sat down with members of the NewEdge Wealth investment team to offer their forecast through the rest of the year and upcoming election. They also reviewed current macro and market trends.

IMPORTANT DISCLOSURES

The views and opinions included in these materials belong to their author and do not necessarily reflect the views and opinions of NewEdge Wealth, LLC.

This information is general in nature and has been prepared solely for informational and educational purposes and does not constitute an offer or a recommendation to buy or sell any particular security or to adopt any specific investment strategy.

NewEdge and its affiliates do not render advice on legal, tax and/or tax accounting matters. You should consult your personal tax and/or legal advisor to learn about any potential tax or other implications that may result from acting on a particular recommendation.

The trademarks and service marks contained herein are the property of their respective owners. Unless otherwise specifically indicated, all information with respect to any third party not affiliated with NewEdge has been provided by, and is the sole responsibility of, such third party and has not been independently verified by NewEdge, its affiliates or any other independent third party. No representation is given with respect to its accuracy or completeness, and such information and opinions may change without notice.

Investing involves risk, including possible loss of principal. Past performance is no guarantee of future results.

Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No assurance can be given that investment objectives or target returns will be achieved. Future returns may be higher or lower than the estimates presented herein.

An investment cannot be made directly in an index. Indices are unmanaged and have no fees or expenses. You can obtain information about many indices online at a variety of sources including: https://www.sec.gov/answers/indices.htm.

All data is subject to change without notice.