Coe Capital Management is a research-driven organization; it is the starting point for everything we do.   We begin with a bottom-up, fundamental approach, seeking companies with a market leadership position that we believe have the capability to achieve superior profitability and long-term growth.

Individual stock ideas undergo a rigorous process, including:

• Meetings and/or calls with targeted company management teams
• Trade checks with supplier, competitors and customers
• Discussions with industry expert

Research ideas are then thoroughly reviewed by the firm’s investment committee.  Ideas are evaluated not only for performance potential, but also how they fit with our clients’ objectives and their portfolios.

At Coe Capital, research is where it all begins, and the process never ends.