Exponent Investment Management helps investors build an investment portfolio that’s tailor-made for their financial situation and personal goals. The company starts with an initial assessment that takes stock of a client’s income sources including pensions and savings accounts. It then gives clients unlimited meetings with a financial advisor to ensure they understand their personal financial plan. Exponent Investment Management believes this personalized approach makes it a standout among wealth managers. URL:ex-ponent.com
Exponent Private Equity has boosted its stake in Kingsbridge Healthcare Group (KHG), a leading private health care provider with four hospitals and 11 clinics across Northern Ireland and the Republic of Ireland, following a EUR400 million carve-out from 57 Stars. KHG is the firm’s first investment in Northern Ireland and its eighth platform acquisition in Ireland, highlighting its long-standing commitment to partnering with founder-owned, market-leading businesses. Cleary Gottlieb advised Exponent on the transaction.
Retirement Planning: How Much Money Do You Really Need
The company focuses on the mid-market sector and invests in companies with a clear strategy for growth and potential for value creation. It also prioritizes a holistic approach that includes ESG factors in the company selection process. Lizzie Stazicker, Head of Responsible Investment at Exponent, discusses the importance of incorporating CSR issues into investment decisions and how the company’s team uses data to support its ESG initiatives.
Do you have a buy, sell or hold recommendation for Exponent, Inc.? Let us know in the comments below. AAII’s robust stock rating tool, A+ Investor, grades stocks on a number of different criteria, including valuation and momentum, using intuitive A-F scores. It also grades stocks on earnings revisions and quality.
Leave a Reply