Swank Capital

Swank Capital | Philosophy

Fundamental Analysis is Our Core

In contrast to other asset managers who “closet index” by focusing on replicating an industry benchmark, fundamental analysis is the cornerstone of Swank Capital’s investment philosophy. We believe this approach is the single most effective way of assessing an investment’s potential and, in our opinion, is the best way to generate the most reliable indicators of performance. By leveraging our collective experience, quantitative capabilities and the qualitative perspectives, we believe we have a distinct advantage in stock selection and portfolio management capabilities. 

Our “bottom-up” detailed financial models of energy MLPs, royalty trusts and other energy income investments shape our investment approach.  A liquidity and risk management overlay is consistently applied to enhance the integrity of our portfolios. Our informed, controlled approach to investing is designed to identify superior distribution growth and capital appreciation opportunities.