Equity Strategy

Philosophy
Overbrook's equity strategy seeks long-term capital appreciation through a portfolio of companies across all market caps with attractive growth profiles with moderate turnover. We are focused on achieving a leading rate of return for our clients over a long-term investment horizon.

Investment Process
We employ a strategy that uses a value-oriented approach to identify mispriced assets with attractive re-rating potential. Our flexible approach and diverse experience enable us to capitalize on opportunities across sectors and throughout the economic cycle.

What We Look For

  • High free cash flow and operational visibility

  • High returns on invested capital

  • High barriers to entry; durable competitive advantages

  • Hidden optionality with solid asset protection

  • High-quality disclosure, accounting, and communication practices

  • Competent and aligned management teams; optimal capital allocations

What We Avoid

  • Consistently unprofitable businesses with low growth prospects

  • Disadvantaged competitive situations

  • Uncertain regulatory or customer concentration

  • Dubious or aggressive accounting / weak disclosure and communication practices

  • Management teams with a poor track record of capital allocation and generating shareholder returns

  • Complex businesses with a highly uncertain future