Becker Capital Management is an independent investment management firm providing services to institutions, advisors, and individuals. Founded in 1976 and headquartered in Portland, Oregon, the firm emphasizes a long-term, value-oriented investment philosophy. Their approach centers around in-depth fundamental research to identify undervalued companies with strong fundamentals and sustainable competitive advantages.
The firm offers a range of investment strategies across asset classes, including domestic and international equities, fixed income, and balanced portfolios. Their equity strategies typically focus on large-cap, mid-cap, and small-cap stocks, each with a distinct mandate and risk profile. Becker Capital’s fixed income strategies cater to varying objectives, from conservative income generation to total return optimization, utilizing a combination of government, corporate, and mortgage-backed securities.
A key differentiator for Becker Capital is its experienced and stable investment team. The firm boasts a team of seasoned professionals with deep industry knowledge and a commitment to their disciplined investment process. This consistency allows for a cohesive and well-informed approach to portfolio management, contributing to long-term performance and client satisfaction. Their investment process is built upon rigorous financial analysis, company visits, and industry research to understand the intrinsic value of businesses.
Becker Capital prioritizes client relationships and provides personalized service to meet the specific needs of each client. They work closely with institutional investors, financial advisors, and individual clients to understand their investment goals, risk tolerance, and time horizon. This collaborative approach ensures that portfolios are tailored to align with client objectives. They also offer regular communication and reporting to keep clients informed about portfolio performance and market developments.
While past performance is not indicative of future results, Becker Capital has demonstrated a consistent track record of generating competitive returns over the long term. Their value-oriented approach has allowed them to navigate various market cycles and deliver solid performance relative to their benchmarks. They are committed to delivering long-term value to their clients through their disciplined investment process, experienced team, and personalized service.
In essence, Becker Capital Management offers a traditional, research-driven investment approach focused on delivering sustainable, long-term value to its clients. Their commitment to fundamental analysis, a stable and experienced team, and a personalized client service model are key components of their success.