The Colony Group LLC

• Private
• US

Dow Jones Description

Colony Investment Managementa s stock selection and portfolio construction processes are designed with consistency and repeatability as hallmarks. Our investment philosophy is founded on the principle that companies with defensible, competitive advantages and solid free cash-flow generation will outperform over time. We take a long-term investment perspective (over full market cycles) and strive to deliver real returns for investors. While we focus on identifying growth companies, we also are sensitive to valuation, preferring to purchase equities at reasonable prices but paying premiums when growth projections warrant them. Colony Investment Managementa s stock selection and portfolio construction processes are designed with consistency and repeatability as hallmarks. Our investment process consists of six steps: (1) idea generation; (2) stock filtering; (3) fundamental research analysis; (4) portfolio construction; (5) risk management; and (6) ongoing portfolio review. As part of our fundamental research analysis, the main areas of consideration are competitive positioning, growth prospects, cash flow assessment, and valuation. While supported by a team of experienced analysts, the portfolio manager makes the final buy/sell decisions. Our team of investment professionals utilizes a collaborative approach to ensure that the companies we buy have been subjected not only to our analystsa research but also to open, continuous discussion and debate.

Number of Employees 34

Contact Information

Peer Companies

• Morgan Stanley
• UBS AG
• ICICI Bank Ltd.
• Ameriprise Financial Inc.
• Blackstone Group LP
• All Companies