Equity Investment Methodology

Domestic, International, High Dividend, and Multi-Asset Strategies

Our portfolio management team leverages the resources of our internal equity research team in conjunction with external institutional international advisors to provide a comprehensive equity strategy for private clients.

U.S. Core Equities 

The U.S. Core Equity Strategy seeks long-term capital appreciation by investing in large and medium capitalization companies that are domiciled in the U.S. A core tenet of the strategy is that industry selection is the key to producing strong risk-adjusted returns. The U.S. Core Equity team seeks to identify top industries to invest in as a result of the firm’s macro-outlook, proprietary quantitative research, and fundamental industry analysis. Security selection is guided by this industry view and is derived from a multi-disciplinary process combining quantitiative research, as well as in-depth fundamental research. We seek to invest in companies that possess strong fundamentals including: quality of management, competitive market position, sound balance sheets, strong cash flow, and attractive earnings growth. Risk management is embedded in our portfolio construction process with a focus on low tracking error, limits to industry and stock sizes, and sell disciplines.

U.S. Core Equity Investment Philosophy


High Dividend 

The strategies focus on higher-than-average dividend paying stocks from companies with stable, recession-resistant cash flows and strong dividend histories.

International Equities

Our portfolio management team subscribes to a country allocation approach to core international equity investing. Research has demonstrated that a significant portion of international returns can be attributed to the country allocation decision.

Emerging Markets 

The goal of Emerging Markets (EMs) is to generate long-term capital appreciation in Asian EMs and provide U.S. investors with the opportunity to invest in otherwise inaccessible, locally listed all-cap companies. The portfolio management team is dedicated to EM Asia, specifically China, India, Indonesia, Malaysia, Philippines, and Thailand. City National Rochdale’s domain knowledge, on-the-ground presence, and in-depth, bottom-up research are key to success in exploiting EM equity market investment opportunities.

The information presented does not involve the rendering of personalized investment, financial, legal or tax advice. Nothing presented herein is an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. Any opinions, projections, forecasts and forward looking statements presented herein are valid on as of the date of these documents and are subject to change. Past performance is no guarantee of future performance. As with any investment strategy, there is no guarantee that investment objectives will be met and investors may lose money investing in any of these strategies. 

Investment Professionals

New York