Thematic Investing

 

At Chevy Chase Trust’s 2017 Fall Investment Symposium,

Spencer Smith, Head of Institutional Investing, discusses the thematic research process.

Spencer described the characteristics of a successful theme and also outlined how we use investment research to narrow down the over 250,000 publicly traded securities to the 40 or 50 stocks that go into client investment portfolios. “Before we make an investment in any individual company, there’s a long dynamic process that precedes that decision.”

To view highlights from Spencer’s presentation, click here.

To view his full presentation, click here.

Important Disclosures

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Everything we do starts with a conversation. Understanding your unique story is key in the development of a plan with your best interests in mind. Connect with us to learn more.

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