Anthony Zackery, CFA
The reason we’re excited to get out of bed in the morning is to increase our clients’ wealth. We do that by owning growth companies. Growth is our DNA. What I do here is really about helping people.
I have a background in finance, so this is the conduit, this is how I help people achieve their retirement goals and help pension funds grow their portfolios, which is great for retirees and for people working to fund their kids’ college tuition.
One of the best companies in the portfolio that I was in charge of recommending was a founder-led tech company in the semiconductor space. They’re very much under the radar—but they are blocking and tackling, executing quarter in, quarter out.
I could see that this was a quality company. Historical execution. A strategic vision. Management aligned with shareholder interests. A good product well regarded by customers. They’ve positioned themselves to benefit from some large technology shifts, like the cloud.
“You can’t do what others do and expect to outperform.” Investor Howard Marks said that, as did many others. I didn’t fully appreciate that when I came out of college with a finance degree. To be successful, you have to think
“The reason we’re excited get out of bed in the morning is to increase our clients’ wealth. We do that by owning growth companies.”
I think of our growth drivers as our signal. There’s a lot of noise out there; we are inundated by news bites. Part of our process is to document why we enter a position. And part of that is to understand what are the key, essential growth drivers for long-term ownership. That’s the signal.
I read anything and everything. It’s about building perspective, figuring out how the world works, trying to anticipate where things are going.
A book that really resonated with me was Between the World and Me, by Ta-Nehisi Coates. As a man of color living in the US…I never had a father figure growing up and reading this…it’s a father’s letter to his son. It’s a short read but very powerful. It reminded me that I’m fortunate to be in the position that I am.
I’m optimistic in life. I’m known for my pragmatism here. I’m very attuned to risk factors. That’s part of the value I add to the team when it comes time to make a decision to buy or sell.
My mom saw that I was highly capable with whatever I was doing and her advice to me was, ‘Never settle.’
One of my all-time favorite quotes is from that Ta-Nehisi book. “Real courage is the courage to be vulnerable.”
“We look where others aren’t looking. We have an emphasis on people, managements, the board members.”
BA in Business Administration, finance concentration, and minor in economics,
Western Washington University
Member, CFA Institute
Member, CFA Society of Seattle
Advisory Board Member, Western Washington University College of Business and Economics Investment Management and Scholarship Endowment Fund
Technology, Consumer Staples, Producer Durables, Financial Services and Utilities