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Lateef Investment Management
       
 
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Lateef Investment Management
 
 
Overview: 

There are seven primary ways in which Lateef differs from other investment management firms:

   * We focus on absolute returns, and have an excellent track record of preserving capital and outperforming the S&P 500 with less risk.

   * Our investment process is research intensive, clearly defined, and has been consistently applied for over 30 years.

   * Our investment team has over 100 years of portfolio management experience.

   * Our opportunistic investment approach provides flexibility to take advantage of ever changing market conditions.

   * Our portfolios are concentrated.
   * We focus on the long term.
   * Lateef team members are invested heavily in the firm. We prosper only if our clients prosper.

     The cornerstone of our investment philosophy is to first preserve capital for our clients followed by our responsibility to increase capital in excess of the market average on a long-term basis. We do this by buying and holding outstanding businesses with a sustainable competitive advantage led by an owner-oriented management team of high integrity. Then we patiently wait to buy these companies when they are at a price below their intrinsic value. We limit risk by relying heavily on our own intensive research and collective experience.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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