Equity Strategy

At Overbrook, we are focused on generating returns for our clients who entrust their capital to our care. We operate as a highly collaborative investment team and are dedicated to delivering industry-leading returns for our clients. Overbrook's equity strategy seeks long-term capital appreciation through comprehensive, bottom-up, fundamental research. We invest in industry-leading companies with durable competitive advantages. Our portfolio may include companies across geographies and market capitalizations.

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.