Portfolio Management

To know how to invest, you must know the client.
Tom Pohlad

Equity Strategy

Client portfolios generally include investments in equities including individual common stocks or funds which own individual common stocks.

With individual common stocks, we focus on owning high quality companies managed by leaders we trust. Our research centers on cash flow and valuation.

With equity investment funds, we research managers, review performance and analyze the fund’s portfolio.

Fixed Income Strategy

In many interest rate environments, we will manage the fixed income component of a portfolio by building bond ladders comprised of bonds which mature on a regular basis or investing in fixed income funds.

If we believe that intermediate and long term interest rates do not offer favorable investment return potential, we will either build shorter term bond ladders or invest the fixed income capital in short duration investments, including cash.

Contact Murphy Pohlad Asset Management LLC