Preparing to Preserve
Our clients are inspired by Lagen Investment's clarity.
We act as fiduciaries for individual clients, families, and foundations, providing tailored asset management and complete investment advising services.
Values and Purpose
Our high standards must always be raised, and this is our pride as determined by advisers and associates.
A Clear Objective
We aim to optimize risk-adjusted after-tax returns.
A Tailored Approach
Listening, asking the correct questions, and understanding all aspects are the way we develop relationships.
We provide bespoke solutions to assist our clients secure and expand their investments.
Our Commitment to Quality Is Unwavering
Lagen Investment believes that consistent quality cannot be achieved without practice, every day, and in every way possible. That is why we stick to our convictions when it comes to selecting high-quality investments that we believe will provide long-term value to our investors.
We look for companies that have a track record of steady income growth and earnings stability. When it comes to fixed income, we prioritize securities with stable and growing cash flows, as well as low credit and event risk.
We aim to provide our clients with this stability as an asset for their investing needs. It is all part of our dedication to long-term growth and sustainable relationships.
Beyond Market Capitalization
Large-cap and small-cap companies with various characteristics are widely used to diversify equity portfolios (value, core, or growth). This procedure is also linked to the standard "nine-square box" presentation to investors. According to the hypothesis behind this method, stock size and style features have a major influence on equity returns and, when combined in a portfolio, can reduce risk.
According to our findings, neglecting quality and investing only based on capitalization and style is not a good choice. In fact, the quality of an individual stock has traditionally been a larger driver than stock size or style alone in determining an investor's risk and return characteristics.
Identifying and Measuring High-Quality Products
High-quality equities are thought to have steady profit growth, little debt, and above-average returns on invested capital. Companies with these financial qualities are more likely to have experienced management teams and strong competitive positions in their target markets.
Low-quality equities, on the other hand, tend to have irregular or highly cyclical profitability, large debt loads, and low returns on capital. These businesses are typically smaller, have less effective management, have weaker market positions, and have a shorter track record than enterprises of higher quality.