Investment Strategies Overview
Curi Capital Investment Management provides clients with what we believe to be a truly specialized array of investment offerings that span all asset classes, on a global basis.
Equity
Domestic
Small Cap Core – Inception: 4/30/1999
Small-capitalization companies diversified across industry and life cycle
SMID Cap Core – Inception: 3/31/2004
Small- and mid-capitalization companies diversified across industry and life cycle
Core Equity – Inception: 4/01/2005
Domestic, high-quality growth stocks of all market capitalizations with a focus on companies that we believe have sustainable, long-term competitive advantages
Dividend Growth – Inception: 4/01/2005
Domestic, mature, large-capitalization growth companies with management teams focused on increasing capital returns to shareholders in the form of dividends
Small Cap Focus – Inception: 12/31/2018
Concentrated portfolio of small-capitalization companies diversified across industry and life cycle
Equity Income – Inception: 12/31/2021
Concentrated portfolio of dividend-paying equities with a potential for long-term price appreciation
Growth Equity – Inception: 12/31/2024
Domestic, high-quality growth stocks of all market capitalizations with a focus on companies that we believe have sustainable, long-term competitive advantages
Select Equity – Inception: 12/31/2024
Domestic, high-quality growth stocks of all market capitalizations with a focus on companies that we believe have sustainable, long-term competitive advantages
Innovators – Inception: 8/31/2022
Concentrated portfolio of business software companies which we believe are well-positioned to capitalize on long duration growth opportunities
International
International – Inception: 12/31/2017
Invests in international stocks of all market capitalizations that we believe are intrinsically undervalued and exhibit strong or improving fundamental characteristics
Fixed Income
Tax-Exempt Fixed Income – Inception: 4/01/2005
Modeled, concentrated municipal bond portfolios
Taxable Fixed Income – Inception: 4/01/2005
Modeled, concentrated taxable bond portfolios
Core Investment-Grade Fixed Income – Inception: 6/30/2008
Bond strategies across the duration/volatility spectrum
Liability-Driven Fixed Income – Inception: 6/30/2008
Immunization, dedication, and customized strategies
Tax-Advantaged Fixed Income – Inception: 6/30/2008
Municipal bond strategy with a flexible opportunity set and relative value approach