Silvercrest's investment philosphy seeks companies that fit their high-quality, relative-value model.  This time tested process emphasizes two main metrics: return on capital and balance sheet strengh.  Careful attention to fundemental valuation enables them to take advantage of marketplace mis-pricings in order to invest in these companies at opportune moments, giving the Fund a potential to benefit from an upward revaluation compounded by the companies’ intrinsic growth.

Silvercrest's investment approach seeks high quality companies that are trading at discounts. Companies with:

• High return on invested capital (ROIC)
• Lower debt ratios relative to index
• Strong cash flows that are transparent
• Great management teams

Silvercrest analyzes company potential at least 4 years into the future when deciding what kind of excess capital firms can generate. The team pays particular attention to:

• Strong consistent track records
• Stable and improving trends
• Cash flow versus net income
• Company leverage