Equity Strategy

At Overbrook, we are focused on generating attractive risk-adjusted 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. We differentiate in our patient, long-term perspective and in our posture. Overbrook’s equity strategy seeks long-term capital appreciation through comprehensive, bottom-up, fundamental research. We invest in quality, industry-leading companies with durable competitive advantages and attractive returns on capital. 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 with the goal of producing best in class absolute and relative performance.