FC

Fayez Sarofim & Co.

www.sarofim.com link_icon

Company Research Report: Fayez Sarofim & Co.



Company Overview



Name


Fayez Sarofim & Co.

Mission


We are an independent, employee-owned global investment manager dedicated to high-conviction, sustainable growth investing for over 60 years with a successful long-term track record of outperformance while taking lower risk.

Founded


August 1958

Founder


Fayez Sarofim

Key People


  • Christopher Sarofim - Chairman

  • William (“Gentry”) Lee, Jr. - Chief Executive Officer and Chief Investment Officer

  • Alan Christensen - President and Head of Investment Risk

  • Raye White - Executive Vice President and Chief Compliance Officer

  • John Colucci - Chief Operating Officer

  • Mitch Gibbons - General Counsel and Chief Legal Officer

  • Chase Robison - Chief Financial Officer


Headquarters


Two Houston Center, Suite 2907, 909 Fannin Street, Houston, TX 77010

Number of Employees


89 employees

Revenue


No information is available

Known For


High-conviction, sustainable growth investing with a long-term approach. The firm is notable for its stability and consistent investment philosophy over multiple decades.

Products



Investment Strategies


Large Cap Equity Strategy


  • Objective: Generate total return through long-term capital appreciation coupled with lower volatility and a growing stream of dividend income.

  • Strategy: Invest in stocks of high-quality, financially sound industry leaders with an expanding global presence. Investment perspective of at least three-to-five-years, resulting in low portfolio turnover.


Global Equity Strategy


  • Objective: Generate total return through long-term capital appreciation coupled with lower volatility and a growing stream of dividend income.

  • Strategy: Invest in stocks of high-quality, financially sound industry leaders with an expanding global presence. At least 25% of assets are invested in U.S. companies, and at least 25% in non-U.S. companies.


Concentrated Equity Strategy


  • Objective: Seek long-term appreciation.

  • Strategy: Primarily invest in domestically traded common shares with large market capitalizations and high daily trading volumes. Portfolios are comprised of 15-30 stocks.


International Equity Strategy


  • Objective: Seek long-term capital appreciation consistent with preservation of capital with current income as a secondary goal.

  • Strategy: Invest in stocks of high-quality international companies with large market capitalizations. Focus on companies' total return potential over a three-to-five-year investment horizon.


Equity Income Strategy


  • Objective: Seek income and long-term capital appreciation consistent with preservation of capital.

  • Strategy: Invest in large capitalization domestic equities and other income-producing securities. Identifies companies capable of maintaining and growing earnings.


Core Fixed Income Strategy


  • Objective: Achieve a rate of return in excess of notable market indices.

  • Strategy: Invest in high-quality debt instruments focusing on preservation of capital, interest rate duration management, and sector and security selection.


Balanced Portfolio


  • Objective: Blend of long-term capital appreciation, preservation of capital, and current income.

  • Strategy: Combines fixed income and equity exposure, providing a balanced allocation consistent with clients' risk tolerance and income requirements.


Recent Developments


New Products


No information is available

New Features Added to Existing Products


No information is available

New Partnerships


No information is available

Leadership and Employees


Investment Professionals


  • Douglas Alder - Vice President

  • Matthew Altenau - Principal

  • Joe Bailey - Associate

  • Daniel Connally - Principal

  • Nell Copeland - Research Associate

  • Catherine Crain - Vice President

  • S.E. Cody Dick - Principal

  • Andrew Dickerman - Associate

  • Anthony Gracely - Principal

  • Phillip Greendyke - Associate

  • Joe Li - Associate

  • George Masterson - Vice President

  • Lisa McEnery - Research Analyst

  • Vernon Perry - Principal / Director of Fixed Income / Director of Investment Risk

  • Reynaldo Reza - Senior Vice President

  • David Searls - Vice President

  • Charles Sheedy - Senior Vice President

  • Nicholas Zdeblick - Principal

  • Andrew Ziccardi - Principal


Executive Management


  • John Colucci - Chief Operating Officer

  • Mitch Gibbons - General Counsel & Chief Legal Officer

  • Nancy Gilbert - Vice President, Human Resources

  • Bill Hanna - Vice President, Deputy Chief Compliance Officer & Information Security Officer

  • Clint Laechelin - Vice President, Finance


Business Professionals


  • Whitney Bogardus - Wrap Trade Administrator

  • Hannah Dickens - Research & Portfolio Support Analyst

  • Andrew Fetzner - Trader, Equities & Fixed Income

  • Mary Gutierrez - SMA Trading & Operations Manager

  • Margaret Liu - Research & Portfolio Support Analyst

  • Nam Nguyen - Client Services & Marketing Analyst

  • Angela Vatankha - Research & Portfolio Support Analyst