Focused Investors LLC

Focused Investors LLC

Focused Investors LLC
Last update 2021-04-26 23 Stocks (1 new)
Value $2.89 Bil Turnover 6 %
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Focused Investors LLC Profile

Focused Investors LLC is an investment management firm based out of Beverly Hills, California. The company was originally established in 2006 by Bruce Gordon Veaco, who remains with the company as a portfolio manager. Focused Investors has grown from its inception to now operate with 7 employees of which 3 are investment professionals. The company utilizes a fundamental methodology with a bottom up investment approach, focusing on the value stocks of large cap companies within the United States. The company invests primarily in the public equity market, managing separate equity portfolios for its clients. Focused Investors allocates its assets across a wide variety of sectors, investing most heavily in the consumer staples sector which alone makes up a quarter of its total allocations. The company also invests in the finance, health care, consumer discretionary, information technology, and industrials sectors, in order of decreasing allocation. Focused Investors’s top ten holdings make up over half of its total allocations and the company, on average, holds its allocations for 23 quarters. The firm’s top holdings currently include Microsoft Corp., CVS Caremark Corp., Target Corp., McDonalds Corp, and American Express, in order of decreasing allocation. Focused Investors currently manages over $2.6 billion in total assets under management spread across 16 accounts, all of which are discretionary accounts. Both of the company’s total number of accounts and total assets under management have been increasing in recent years with its total number of accounts growing from four in 2010 to its current amount and its total assets under management increasing significantly from $133 million to approaching twenty times that amount today. Focused Investors mainly caters to charities, which alone makes up a third of its client base, and also provides to high net worth individuals, pension and profit sharing plans, state and municipal government entities, pooled investment vehicles, and corporations, in order of decreasing clientele.

Focused Investors LLC Investing Philosophy

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