Todd S. Lowenstein discusses HighMark Capital Management, Inc. Mr. Lowenstein uses patient, contrarian and long-term approaches to achieve attractive risk-adjusted returns. In order to practice patience, the strategies are anchored to superior fundamentals and appropriate valuations that may take up to three years to reach expectations. Mr. Lowenstein combines a top-down perspective in asset allocation with bottom-up security selection. By using a disciplined, collaborative, research-intensive process, he attempts to identify favorable unrecognized industry trends and opportunities that are overlooked by the market. Overall, Mr. Lowenstein looks for undervalued quality investments with enduring attributes and capable leadership.
Full interview available here.
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