12 Reasons
To Choose Institutional Direct
12 Reasons
In this booklet you'll learn:
What most advisors don't want you to know
Read Our Guide

Active Institutional Equity Management

Reaching back over his 30 years of experience, Stephen L. Thomas found that when building an equity portfolio, earnings quality matters; especially when the focus is on compounded results.

The Linden Thomas & Company approach is founded on Efficient Portfolio Theory, where earnings quality of holdings is one of the eight key components that help enhance portfolio results. Earnings quality often helps to not only enhance long-term growth, but also down-market recovery commonly known as upside/downside capture. Over time, enhancing upside results, while shortening down-market recovery, means that 1) the client portfolios participate in a high degree of market growth and 2) the impact of down markets is minimized. Each of the Linden Thomas & Company equity portfolios is built and managed with a focus on maximizing long-term compounding through earnings quality.

Factors that drive results are:

  • Earnings quality of holdings
  • Investor ownership
  • Control of holdings
  • Minimizing the impact of trading cost
  • Control of client tax-efficiency

Unlike pooled mutual funds, the Linden Thomas & Company approach is to build, manage, and tailor each portfolio specifically to each client’s needs.


12 Reasons
To Choose Institutional Direct
12 Reasons
In this booklet you'll learn:
What most advisors don't want you to know
Read Our Guide