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+1(510) 927-4910
Info@fieldia.com
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699-651 Montgomery St, San Francisco,
CA 94111, USA
OVERVIEW
In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached equity management for over 10 years. Our equity portfolio managers are given the freedom to develop their own individual approach to investing, which is then documented and monitored by our independent product management team. The goal is to ensure that our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks.
Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies on a daily basis.
GLOBAL INSTITUTIONAL EQUITY TRADING
Proven execution in all market conditions – We provide superior client service and optimized trade execution for over 3,200 equities and over 400 preferred stocks (as of March 31, 2020).
SYNDICATE
High-quality, strong distribution for growth issuers – Our network of quality, long-term investors enables growth-oriented companies to confidently access equity capital markets.-
DOMESTIC AND INTERNATIONAL EQUITY SALES
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Superior access to value-added insight – Through an extensive array of conferences, road shows, and one-on-one meetings, we leverage our highly regarded equity research and facilitate the flow of information between investors and management of quality growth companies.
CORPORATE ACCESS
Connecting management and investors – Our non-deal roadshows, conferences, and investor field trips facilitate the exchange of ideas and build relationships between senior corporate management and key decision makers with leading institutional investors