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.


To all clients:

As developments regarding the Coronavirus (COVID-19) continue to unfold around the world, we would like to reassure you that all Samuel A. Ramirez & Company, Inc. (Ramirez & Company) offices remain open, we have all employees able to work remote, if needed, and that we continue operating business as usual, providing all products, services and capabilities for our clients across the globe.

We are closely monitoring developments regarding the spread of the virus and assessing potential impacts it could have on our operations. Ramirez & Company has a robust business continuity and resilience program, which includes standards, controls, and exercising for infectious disease and pandemic planning, and we are fully prepared to continue operating under a variety of different scenarios.

We will continue to provide updates to you, as needed, in the coming days and weeks. If you have any questions, please contact your Sales or Relationship Manager.

Ramirez & Company, Inc. Management