Investment Counsel
Each Dobrey Investments strategy is governed by the same Investment Committee and the same century-old doctrine of quality, valuation discipline, and patient ownership.
Strategies in this Volume
Strategy 01
HQE
Equity / Long-only / Concentrated
A 35-name portfolio of compounding businesses with durable competitive advantages, conservative balance sheets, and disciplined capital allocators.
Portfolio Managers
C. Dobrey-Pearce, D. Okonkwo
Strategy 02
MCV
Equity / Deep Value
A 20-name absolute-return portfolio investing in mispriced businesses trading well below intrinsic value, with a 5-year minimum holding period.
Portfolio Managers
A. Dobrey III
Strategy 03
HFI
Fixed Income / Investment Grade
Diversified IG corporate and municipal credit emphasizing capital preservation, modest duration, and a strict quality-bias mandate.
Portfolio Managers
R. Caldwell, CFA
Strategy 04
CRA
Private Markets / Real Estate & Infrastructure
Direct equity in core real estate and operating infrastructure across the United States and developed Europe. Long-dated, illiquid, income-generating.
Portfolio Managers
M. Lin, J. Karras
Strategy 05
END
Multi-asset / Outsourced CIO
Custom multi-asset solutions for endowments and foundations. Combines our internal strategies with selected external managers under a unified policy.
Portfolio Managers
Y. Tanaka, PhD
Engagement
I.
A confidential conversation with a senior partner. No deck, no script.
II.
We learn your circumstances, mandate, and constraints in detail.
III.
A written investment policy statement, drafted for your specific situation.
IV.
Quarterly portfolio reviews and unrestricted access to the partner team.