who?5 Feb 2018 11:56
Pope Asset Management, LLC is an employee owned investment manager. The firm primarily provides its services to individuals, typically high net worth individuals. It also manages accounts for investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm manages separates client-focused equity portfolios. It also manages mutual funds and a pooled investment company for its clients. The firm invests in the public equity across the globe. It invests in value stocks of small-cap, mid-cap, and large-cap companies. The firm employs a top-down approach to select its sectors and a fundamental analysis with a bottom-up stock picking approach to create its portfolios. It benchmarks the performance of its portfolios against the S&P 500 Index and MSCI EAFE Index. The firm obtains external research from organizations to complement its in-house research.