Investment Research

Exceptional portfolio management begins with in-depth investment research.

Woodstock develops its own, firsthand investment research in addition to speaking regularly with Wall Street analysts and our network of management contacts. We continuously seek to identify well- managed companies with proven track records and good growth potential, and we carefully monitor investment decisions.

  • All portfolio managers are experienced investment research analysts; each is responsible for specific sectors and industry subgroups.
  • Our Investment Policy Committee manages our core buy and sell lists.
  • A separate Investment Research Committee reviews companies on our monitor list at weekly meetings.