Stanley-laman Group, LTD.
Independent investment management and advisory firm serving ultra-high-net-worth individuals, families, and institutions, focusing on customized portfolio management, estate planning, tax planning, business planning, and global investment opportunities across equities, fixed income, cash, and emerging markets.
Investment Strategy
Grounds investment philosophy in owning individual securities of exceptional companies, discovering high-growth firms before wider recognition, and searching globally across sectors and market capitalizations. Offers multiple objective-based portfolios, including defensive equities, high dividend, blended equities, high growth, and emerging markets, with a personalized approach based on risk tolerance, income requirements, and timeline.
Top Holdings
Equity Positions (179)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.98% | $20.9M | 40,405 | $303.83 | $517.95 | +$6.7M |
G GOOGL | ALPHABET INC CLASS CLASS A | 2.54% | $17.8M | 73,217 | $201.63 | $243.10 | +$11.8M |
A AMZN | AMAZON.COM INC | 2.15% | $15.1M | 68,594 | $203.81 | $219.57 | +$7.8M |
N NVDA | NVIDIA CORP | 1.96% | $13.8M | 73,790 | $101.46 | $186.58 | +$7.7M |
C CCJ | CAMECO CORP F | 1.85% | $13.0M | 154,824 | $22.52 | $83.86 | -$141.0K |