The New York-based firm will focus on managing portfolios for both U.S. and non-US institutions, a client base that will consist of mutual funds and individuals. The firm’s portfoliomanagers seek to leverage their experience to provide clients asound investment approach, using a process of investing for the longterm in the best businesses at reasonable prices, according to a news release.
Sustainable Growth is the brainchild of Gordon
Marchand and George Fraise, who prior to their latest
venture, were with another New York advisory firm – Yeager
Wood & Marshall Inc.
At Yeager Wood, the duo had $900 million in assets
under management and served on the firm’s three-member
investment policy committee.
Further, Fraise was co-portfolio manager of the John Hancock US Global LeadersGrowth Fund – subadvised by Yeager Wood – andof the offshore US Global Leaders Growth Fund, Ltd. Marchand, who brings 24 years in investment management and consulting experience to his new position, was with Yeager Wood for a total of 17-years and served as the firm’s Chief Financial andOperating Officer.
For moreinformation about the firm contact Loretta Mockat (212) 213-3144 x1207.
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