Osher van de Voorde Investment Management
Osher Van de Voorde Investment Management, now part of Vantage Wealth, is a Pasadena-based Registered Investment Adviser providing discretionary investment management for individual and institutional clients. The firm, founded in 2012, manages a diversified U.S. equity portfolio and is staffed by a small dedicated team focused on long-term, value-driven investment management for high net worth individuals, families, and institutions.
Investment Strategy
Osher Van de Voorde Investment Management focuses on a diversified portfolio predominantly in large-cap U.S. equities, applying a long-term, value-oriented approach. The investment strategy emphasizes fundamental research to select securities with robust financial characteristics and growth prospects, while managing risk via broad sector and issuer diversification. The firm continuously monitors holdings and rebalances based on macroeconomic outlook and company-specific developments, tailoring portfolios to client risk tolerances and goals.
Top Holdings
Equity Positions (29)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 5.53% | $25.4M | 104,625 | $65.12 | $243.55 | +$5.5M |
G GLW | CORNING INC | 5.46% | $25.1M | 305,935 | $32.71 | $82.03 | +$4.7M |
T TEL | TE CONNECTIVITY PLC | 5.19% | $23.9M | 108,710 | $146.72 | $219.53 | +$3.6M |
M MSFT | MICROSOFT CORP | 5.15% | $23.7M | 45,700 | $98.75 | $517.95 | +$598.0K |
J JPM | JPMORGAN CHASE & CO. | 4.91% | $22.6M | 71,562 | $86.25 | $315.43 | +$1.6M |