Liz Lonsdale

Schupf focuses on small- to mid-cap US equities. They maintain a very high turnover. Schupf uses a combination of top-down and bottom-up analysis. The firm seeks stocks with high ROE, high return on capital, strong earnings momentum, sound balance sheets and quality management. Schupf will sell a stock when there is a change in fundamentals, excessive valuation and/or a better opportunity surfaces.

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Functions as a College/University