Kate O'Brien

Provides investment banking, securities trading and brokerage Services

DGHM employs a fundamental, value-driven investment approach that focuses specifically on domestic equity across the market capitalization spectrum. The firm is committed to value creation over the long-term, strives for consistent alpha generation, while yielding superior risk-adjusted results across the firm’s product line. They invest with a multi-year investment horizon rather than focusing on the month- or quarter-end data. DGHM will sell a stock if their multi-factor model indicated that an acceptable trade-off of valuation and profitability no longer exists, if the company's fundamentals are deteriorating or if the stock consistently underperforms its peer group. The team of Sector Specialists is empowered to make their final stock selection decisions.

Reaves Asset Management is an active, fundamental research-based manager that aims to generate high single-digit returns with lower market volatility over the long-term. The firm’s portfolios are invested primarily in listed equities in the electric utilities, communications, gas utilities, water utilities sectors, and the companies that support these industries. Their investment decision-making process is a combination of top-down macro analysis and bottom-up stock selection. Investment decisions are driven by fundamental research and an assessment of the relative value of each investment.

Functions as a College/University