Investments
Homrich Berg's investment philosophy is based on our commitment to high-quality service, experienced counsel and customized solutions.
Criteria for Selecting Investment Managers
We tailor our manager selection based on individual asset classes. We use quantitative and qualitative factors to screen our managers, and all managers are approved by our investment committee. Once chosen, we continually monitor managers, evaluate performance and make changes, as necessary.
Quantitative Criteria
- Returns
- Volatility
- Correlation
- Upside/downside capture
Qualitative Criteria
- Management interviews
- Investment process
- Quality of management team
- Investment questionnaire
