Ramirez Equity Strategy

Description: Long-Term Capital Appreciation and Growth Strategy

Benchmark: S&P 500 Index (Net-of-Dividends)

Portfolio Overview: Ramirez offers equity strategies which incorporate individual securities and exchange-traded funds ("ETFs") to provide long-term growth with broad diversification by sector, market capitalization, domestic and international exposure.

Active Equity Allocation

  • Our strategy is to identify individual stocks that are attractively priced and present strong long-term investment opportunities
  • Our investment process emphasizes a systemic approach in evaluating individual stocks with a focus on the following:
    • Superior Earnings Growth
    • Return on Equity
    • High or Improving ROA
    • Quality Earnings
    • Return on Capital and Free Cash Flow
    • Strong Balance Sheets

Passive ETF Allocation

  • Ramirez utilizes ETFs to efficiently capture market segments and to diversify within each client portfolio to take advantage of market opportunities.
  • We utilize core positions in traditional benchmarks to provide broad exposure to asset classes including regions and sectors.

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To all clients:

Samuel A. Ramirez & Company, Inc. (Ramirez & Company) continues to monitor all federal, state, and local COVID-19 guidance. Currently all employees are working remotely. The firm is operating business as usual, providing all products, services and capabilities for our clients across the globe. We will continue to provide updates to you, as needed, in the coming days and weeks.

For more information, please refer to the Ramirez & Co. Business Continuity Client Disclosure: ramirezco.com/BusinessContinuity. If you have any questions, please contact your Sales or Relationship Manager or email info@ramirezco.com.

Ramirez & Company, Inc. Management