Co-Chief Investment Officer & Portfolio Manager
Brooke de Boutray, CFA
As one of the firm’s Co-Chief Investment Officers and Portfolio Managers, I huddle with our investment team to hunt, research, interview, and debate. As well, I help define investment policy and am responsible for selecting equity holdings. My focus is on Internet, Technology, Consumer Discretionary, and Telecom.
Our research is different here. I came from a bank environment where everything was done by committee. We don’t operate that way; we’re small and flexible.
We’re an optimistic and open-minded team. Being located in Seattle–and not Boston or New York–helps that.
The best advice I’ve heard: “Life is ten percent what happens to you and ninety percent how you respond to it.”
“Being complacent is the worst thing I can do. When it hurts so bad, that’s when you should likely buy.”
BA in Business Administration
University of Washington
MBA, University of Puget Sound
Member, CFA Institute
Member, CFA Society of Seattle
Department of Finance Advisory Board, Seattle University Albers School of Business
Advisory Board, Pacific Northwest Ballet
Associate Member of the ARCS Foundation, Inc.
HR and Benefits Committee, Washington Athletic Club Board of Governors
Consumer Discretionary, Consumer Staples and Utilities