Earnest Partners LLC
EARNEST Partners LLC is an independent, employee-owned institutional investment management firm headquartered in Atlanta, Georgia, serving clients globally, including corporate and public pension plans, endowments, foundations, and high net worth individuals. Founded in 1999, the firm is led by CEO and founding partner Paul E. Viera and is known for its disciplined and fundamental investment approach, managing over $50 billion in assets and employing a proprietary methodology, Return Pattern Recognition®. The firm has over 60 employees and operates with a focus on client service and global investing.
Investment Strategy
EARNEST Partners employs a fundamental, bottom-up investment strategy, making active management decisions based on individual security analysis and striving to outperform benchmarks while controlling for volatility and risk. The firm offers equity, fixed income, private capital, and private credit strategies, and uses a proprietary methodology called Return Pattern Recognition® to identify long-term opportunities. Their investment philosophy emphasizes a global perspective, rigorous research, and risk-adjusted returns, managing investments across a diverse set of public and private markets for institutional clients as well as high net worth individuals.
Top Holdings
Equity Positions (289)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CBRE | CBRE GROUP INC | 2.24% | $496.4M | 3,542,546 | $55.11 | $140.12 | +$16.1M |
R RGA | REINSURANCE GRP OF AMERICA I | 2.15% | $476.3M | 2,401,290 | $106.89 | $198.36 | -$18.6M |
G GATX | GATX CORP | 2.14% | $473.9M | 3,086,216 | $70.20 | $153.56 | -$5.1M |
H HLI | HOULIHAN LOKEY INC | 2.01% | $444.9M | 2,472,469 | $60.17 | $179.95 | +$17.1M |
M MOG-A | MOOG INC | 1.77% | $393.0M | 2,171,901 | $75.33 | $180.97 | +$1.1M |