Quality-Focused Investment Strategies
Every strategy we offer is built on the same research foundation, evaluating a business's quality through its demonstrated durability and capital efficiency.
Index-Style Strategy
CoreQ™ Quality
CoreQ™ Quality is a rules-based, systematic strategy that identifies and weights companies based on the quality characteristics we believe drive long-run compounding. It offers broad, diversified exposure to the highest scoring companies in our framework.
The strategy is delivered through individually managed accounts, giving clients direct ownership of every position with full transparency. CoreQ™ is also available through sub-advisory mandates, model delivery, and UMA integrations for advisory partners.
Your Assets Stay at Your Custodian
Your investments remain in your own brokerage account. You maintain full ownership and visibility at all times.
New West Manages the Portfolio
Through a directed trading authorization, we manage the investment strategy within your account — making buy and sell decisions on your behalf.
You See Every Position in Real Time
You can log into your custodian account at any time and see exactly what you own, every trade, and every position.
Active Strategy
Concentrated Quality
Concentrated Quality is a long only, high-conviction strategy built from the same CoreQ™ research. A focused portfolio of our highest conviction quality businesses for investors who value depth over breadth.
Where CoreQ™ Quality offers broad, diversified exposure, Concentrated Quality applies active judgment to build a select portfolio of the positions where our research conviction is strongest. Delivered exclusively through individually managed accounts.
Your Assets Stay at Your Custodian
Your investments remain in your own brokerage account. You maintain full ownership and visibility at all times.
New West Manages the Portfolio
Through a directed trading authorization, we manage the investment strategy within your account — making buy and sell decisions on your behalf.
You See Every Position in Real Time
You can log into your custodian account at any time and see exactly what you own, every trade, and every position.
Limited Partnership
New West Partners, LP
New West Partners is a limited partnership for accredited investors that combines our quality equity research with a corporate actions sleeve — situations such as spin offs, liquidations, and catalysts where we see asymmetric opportunity. The combination of long-only quality and corporate actions provides for more efficient capital deployment. When high quality businesses at attractive prices are too few, corporate actions prevents a cash drag on the portfolio.
The partnership is available as performance only, carrying no management fee and a performance fee only after a 6% hurdle subject to a high water mark.
For Advisory Partners
Our CoreQ™ methodology is available for sub-advisory mandates, model delivery, and UMA integrations.