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Quality White Paper
Investing in quality companies is rooted in a thorough fundamental analysis of all aspects of a company’s financial strength, growth prospects, profit and income generation and overall stability. While various definitions of “quality” abound, we believe that most companies considered to be in this category possess similar attributes: consistent profit and income generation, reduced volatility, downside protection in bear markets, and superior risk-adjusted returns as compared to a market index. Quality companies have historically demonstrated predictable periods of outperformance within a market cycle as well as above-average returns versus the S&P 500 over longer time periods. Investing in such companies offers a source of diversification beyond traditional style boxes and should be considered as part of an investor’s overall asset allocation decision.
The above white papers do not constitute an offer of any securities or investment advisory services. Fayez Sarofim & Co. does not represent that the information contained in the white papers is accurate, true or complete, makes no warranty, express or implied, regarding the information herein and shall not be liable for any losses, damages, costs or expenses relating to its adequacy, accuracy, truth, completeness or use. Each white paper is subject to a more complete description and does not contain all of the information necessary to make an investment decision.
The volatility of any indices referenced in the white papers may be materially different from that of Fayez Sarofim & Co.’s products. In addition, Fayez Sarofim & Co.’s holdings may differ significantly from the securities that comprise any highlighted indices.
Any projections, market outlooks or estimates expressed in the provided papers are forward looking statements and are based on certain assumptions. Such projections, outlooks and assumptions should not be construed to be indicative of the actual events that will occur and do not constitute investment advice. Opinions and information included in the white papers were current opinions and information only as of the date thereof or as of the date indicated, and are subject to change without notice. Additionally, while information presented in the papers is believed to be accurate as of the date written and/or derived from sources which Fayez Sarofim & Co. believes to be reliable, Fayez Sarofim & Co. disclaims any and all liability as to the completeness or accuracy of the information contained therein.