Strategies

Each of our strategies is designed to build wealth for our clients over the long term, while managing risk.
Our investment philosophy underlies every portfolio we manage, whether as a separately managed account or mutual fund.

  Concentrated Large Value Concentrated Large Growth Small/Mid Growth
Objective To build investor wealth over extended periods. Seeks to achieve long-term growth of capital through consistent excess returns and effective risk management. Seeks to achieve long-term growth of capital through consistent excess returns and effective risk management.
Strategy To invest in a limited number of high quality companies that have a record of increasing sales and earnings, and hold them as long as their fundamentals remain intact. To invest in a portfolio of predominantly large capitalization companies with proven records of increasing earnings on a consistent and sustainable basis. To invest in a portfolio of predominantly small and mid-capitalization companies with proven records of increasing earnings on a consistent and sustainable basis.
Separately Managed Accounts Learn more > Learn more > Learn more >
Mutual Fund Torray Fund (TORYX) > Transamerica
Concentrated Growth Fund
( TORAX | TCCGX | TOREX ) >
TorrayResolute
SMID Growth Fund ( TRSDX | TRSMX ) >

 

 

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Torray Concentrated
Large Value Strategy

 
TorrayResolute Concentrated
Large Growth Strategy

 
TorrayResolute
Small/Mid Cap Growth Strategy

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