Regions Investment Management is first and foremost concerned about the fundamental quality of the investments we make. We believe that over time we can produce superior risk adjusted returns by employing our proprietary quality metrics and focused fundamental research.
The RIM equity strategies are constructed using a fundamentally focused approach that combines quantitative and qualitative research.
Our philosophy believes that:
- Quality companies generate consistent shareholder value over time and that value will be realized by the market.
- Quality companies can be bought at discounts at various points over the business cycle.
- By combining disciplined measures of quality with measures of value, we have generated superior risk-adjusted returns over a full market cycle.
RIM has a process focused on identifying companies with predictable earnings supported by a well structured balance sheet.
- The investment process is disciplined and is applied consistently.
- The research process relies on traditional data screening and in depth analysis as well as unique insight.
RIM's dedicated equity analysts focus on specific sectors of the market tailoring research to the key drivers of each industry. Each security selected for inclusion in our equity strategies must pass rigorous fundamental and valuation criteria. We design portfolio constructions to emphasize stock selection as we believe in our ability to find undervalued securities.
Brian Sullivan, CFA: President & Chief Investment Officer; Equity Strategist
31 years experience
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INSTITUTIONAL GROWTH
Portfolio Managers |
EQUITY RESEARCH
|
INSTITUTIONAL VALUE
Trading/BrokerRelationships |
Charles A. Murray, CFA:
39 Years Experience
Large Cap Growth
David P. McGrath, CFA
18 Years Experience
Mid Cap Growth
MOP |
Fran Smitherman, CFA: Director of Equity Research
16 Years Experience
TROP
Stephen Daniels, CFA
10 Years Experience
Technology
EIOP/ HIDY
Wesley Flatt
4 Years Experience
Utilities/Energy
COP
Ryan Jones
2 Years Experience
Consumer Discretionary
Christopher Tillman, CFA, CPA
5 Years Experience
Industrials/Materials
Mid Cap Value
Anjali Tagare, Ph.D, MBA
8 Years Experience
Healthcare / Consumer Staples |
Chris Watson, CFA
8 Years Experience
Financials
Large Cap Value
Erin Goodman
10 Years Experience
Equity Trading
Michele O’Daniel
13 Years Experience
Equity Trading |
We understand that our performance directly impacts our clients' as well as our own success. We would like to be your trusted partner and succeed with you. Call us at 1-866-917-8730, or tell us more about your wealth management needs and an experienced professional will contact you.
Institutional Services Brochure
Investment advisory services are offered through Regions Investment Management, Inc. ("RIM"), a Registered Investment Adviser. RIM is wholly owned by RFC Financial Holding, LLC, which in turn, is a wholly owned subsidiary of Regions Financial Corporation.