Research-led U.S. equity strategies.

The Patrumin U.S. Smallcap Equity Strategy is a concentrated portfolio of smaller U.S. stocks. We generally hold 40-to-70 stocks to leverage our bottom-up, fundamental research approach.

The strategy invests in small companies, typically those with equity market capitalizations below $10B. Patrumin employs an opportunistic approach that does not emphasize any one investment style, like growth or value.

Our diversified portfolios are constructed with stocks from multiple sectors of the economy, which may experience varying rates of growth. We also look to invest in companies we believe are undervalued relative to their earnings and cash generating potential.

We are especially attracted to companies which have products or services that fundamentally change the spending behavior of consumers or their business customers.

The Patrumin U.S. Dividends Plus+ Equity Strategy is a concentrated portfolio of 20-to-25 U.S.-traded stocks emphasizing dividend income, dividend growth, and capital appreciation potential.

We invest in companies we believe offer durable dividend income streams, have track records of dividend growth, and sell at prices that offer capital appreciation potential.

The strategy is focused on achieving a yield that is above the broad market, typically 150% to 200% of the S&P 500 yield, and delivering total returns that are competitive with the broad equity market over full market cycles.

We are especially attracted to companies which have products or services that fundamentally change the spending behavior of consumers or their business customers and pay dividends or are increasing their dividends.

The Patrumin U.S. Allcap Equity Strategy is a concentrated portfolio of U.S. stocks across the full market capitalization spectrum. We generally hold 40-to-70 stocks to leverage our bottom-up, fundamental research approach.

The strategy invests across small, mid, and large cap U.S. companies without a defined capitalization range or style bias. Patrumin employs an opportunistic approach that does not emphasize any one investment style, like growth or value.

Our diversified portfolios are constructed with stocks from multiple sectors of the economy. We look to invest in companies we believe are undervalued relative to their earnings and cash generating potential.

We are especially attracted to companies which have products or services that fundamentally change the spending behavior of consumers or their business customers.

The Patrumin U.S. SMICROCAP Growth Equity Strategy is a concentrated portfolio of micro and small capitalization U.S. growth stocks. We generally hold 30-to-50 stocks.

The strategy invests in micro and small capitalization companies with equity market capitalizations generally below $3B. The strategy emphasizes a growth investment style, seeking companies with above-average earnings and revenue growth characteristics.

Our diversified portfolios are constructed with stocks from multiple sectors. We look to invest in companies we believe are undervalued relative to their growth rates and long-term earnings potential.

We are especially attracted to companies which have products or services that fundamentally change the spending behavior of consumers or their business customers.

The Patrumin Custom Balanced Equity-Income Strategy is a customized portfolio strategy that combines equity and fixed income positions tailored to each client’s income objectives, risk tolerance, and investment time horizon.

The equity component draws from Patrumin’s core dividend-focused research, emphasizing companies with durable income streams and dividend growth potential. The fixed income component is constructed to complement equity risk and generate predictable income.

Asset allocation ranges between equity and fixed income are determined in consultation with each client and their financial advisor. The strategy is particularly suited for high-net-worth individuals, family offices, and institutions seeking stable, tax-efficient income alongside long-term capital appreciation.

The Patrumin Custom Balanced Strategy is a fully customized balanced portfolio combining U.S. equities and fixed income, structured around each client’s specific financial objectives.

Unlike model-based approaches, each Custom Balanced mandate is built from the ground up — reflecting client-specific income needs, liquidity requirements, tax considerations, legacy holdings, and sector restrictions.

The strategy is best suited for family offices, trusts, and high-net-worth individuals who require a fully bespoke investment solution with direct account ownership and transparent reporting.