Nightingale Investment Process

Simple, efficient, and fundamentally based, our equity process applies insights from our research partner, Equity Risk Sciences, to a limited but diverse selection of stocks.

We build concentrated portfolios – 20 multi-cap holdings and about 30 small/mid-cap holdings – because we believe that is the best approach to deliver well-rounded, safe and efficiently researched strategies.

We use a small research team and do our own trading. Each morning, we review research and portfolio holdings in a process meant to continually refresh our watch list of potential buys and to watch for opportunities to add or sell current holdings.

The approach lets us cover a wider range of market caps than some other processes because we spend our efforts only on companies that we would actively consider owning for clients.

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