Red Granite Group

Investment Team

Joel Vrabel, CFA

Chief Investment Officer — Red Granite Growth Equity Group, Senior Portfolio Manager

David Bowman, CFA

Senior Portfolio Manager

Richard Burling, CFA

Senior Portfolio Manager

Jeffrey Holmes, CFA

Senior Equity Analyst

David Drzadinski, CFA, CPA

Senior Equity Analyst, Portfolio Manager

Zachary Newcomer, CFA

Senior Equity Analyst

Investment Philosophy

We believe that a fundamental, bottom-up approach identifies the most attractive high quality portfolio candidates and that over the long term, stock prices will reflect the underlying earnings characteristics – both growth and volatility patterns – of the companies themselves.

“We believe a focus on high quality large-cap companies with persistent sales and earnings growth delivers superior risk-adjusted returns over a market cycle. Quality growth companies with seasoned management teams often outperform because their unique business models and barriers to entry fortify their prospects throughout the economic cycle. Important for many clients, downside protection is a hallmark of this strategy.”

JOEL VRABEL
Chief Investment Officer — Red Granite

Our experienced teams share their insights and vision to create customized solutions that meet our clients unique needs.