Investment Management

Customized portfolio management designed to obtain optimal returns within your risk tolerance.

At FBB, we aim to build diversified portfolios tailored to our client’s preferences with a low-cost structure. We believe the best way to achieve this is through a combination of broad-based diversification through index exposure complimented by direct ownership in the equity and debt structure of individual companies. We accomplish this by identifying businesses where performance stems from fundamental improvement across the following characteristics:

  • Long-term business transformation
  • Robust organic growth
  • Shareholder-friendly use of capital
  • Strong and sustainable cash flow
  • Solid return on invested capital
  • Secure balance sheets
  • Attractive valuation

Core Investment Strategy

FBB Capital Partners’ Core Investment Strategy invests primarily in mid to large cap U.S.-based equities with a goal of providing long-term capital growth and steady income from a well-diversified strategy. We favor companies in the early stages of a long-term transformation where the stock’s price has yet to reflect the improving fundamentals of the business.

The FBB Core Investment Strategy also provides clients with portfolio diversification through ownership of international equities and a range of fixed income asset classes.

Core Investment Strategy
Retirement Income Investment Strategy

Retirement Income Investment Strategy

The FBB Income Strategy invests primarily in mid to large cap U.S.-based equities with a goal of providing consistent income and modest long-term capital growth from a well-diversified strategy. While the fundamental metrics of the Core Strategy also apply to the Income strategy, the Income Strategy’s focus on current income weights the portfolio more heavily toward higher dividend paying and dividend growing companies.

The FBB Income Investment Strategy also provides clients with portfolio diversification through ownership of international equities and a range of fixed income asset classes.

Growth Momentum Investment Strategy

FBB’s Growth Momentum Investment Strategy seeks to achieve above-average capital appreciation primarily with U.S. domestic equity securities. The strategy selects securities based on fundamental growth metrics and price momentum factors. The strategy is tactical in nature with periodic portfolio rebalancing to take advantage of shifts in overall market sentiment. An investment time horizon of five years or more is recommended with participation in various market cycles for maximum growth potential.

Growth Momentum Investment Strategy
Socially Responsible Investment (SRI) Strategy

Socially Responsible Investment (SRI) Strategy

FBB’s Socially Responsible Investment (SRI) Strategy places a high priority on owning companies with sustainable growth prospects. Our SRI Strategy also targets a total return with a focus on capital appreciation supported by dividend income. FBB’s approach to socially responsible investing applies a series of metrics across our holdings identifying those with the highest overall SRI ranking and weights the portfolio accordingly.

The FBB SRI Strategy also provides clients with portfolio diversification through ownership of small and mid-cap stocks, international equities, and a range of fixed income asset classes.

Fixed Income Investment Strategy

FBB’s Fixed Income Investment Strategy is anchored in the premise that a well-diversified bond portfolio should help investors weather market volatility and the interest rate cycle while providing a predictable stream of income.

We achieve diversification across the asset class by creating customized, high-quality bond ladders for portfolios that are complemented with broader exposure to different fixed income segments like preferred stock, high-yield corporate bonds, and U.S. Treasuries. Our unique ability to acquire bonds from multiple bond dealers expands our access to inventory and thereby price competition, which a singular custodian lacks.

Fixed Income Investment Strategy

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CONTACT INFO

BETHESDA, MD
EASTON, MD

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