Coerente Capital Management
Coerente Capital Management is an SEC-registered investment adviser headquartered in Morristown, New Jersey. The firm was founded in 2021 and serves institutional clients and high-net-worth individuals through discretionary asset management services. Coerente manages a broad portfolio of global equities and fixed income and is known for its disciplined investment process and transparency. The team comprises experienced professionals focused on long-term client outcomes.
Investment Strategy
Coerente Capital Management employs a long-term, fundamentally-driven investment approach with an emphasis on quality, diversification, and risk management. The firm primarily invests in large-cap equities, focusing on companies with durable competitive advantages, strong balance sheets, and reliable earnings. Their portfolio construction seeks to balance sector exposures and achieve steady growth while minimizing volatility. Coerente integrates macroeconomic analysis and bottom-up research to identify investment opportunities, and regularly reviews holdings to maintain optimal risk-adjusted returns.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.83% | $58.9M | 118,384 | $237.80 | $497.41 | +$13.5M |
G GOOGL | ALPHABET INC | 8.76% | $47.7M | 270,424 | $103.65 | $176.23 | +$5.8M |
S SAP | SAP SE | 6.25% | $34.0M | 111,793 | $129.41 | $304.10 | +$3.5M |
A ABT | ABBOTT LABS | 5.50% | $29.9M | 219,884 | $119.69 | $136.01 | +$487.7K |
A AMZN | AMAZON COM INC | 5.34% | $29.0M | 132,327 | $154.67 | $219.39 | +$4.0M |