Integre Advisors
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Investment Strategy: Our goal is to participate in the wealth creation of the equity market while managing downside risk through careful equity selection. There are five key tenets to Integre?s Investment Strategy:
1 | Risk/Reward strategy
We believe Value and Growth are two sides of the same coin. A faster growing company is more valuable than a slower growing one. But the price investors pay for participating in that growth determines the risk/reward trade-off. Simply put, we buy growing companies when they have disappointed Wall Street; as a result, much of the risk has been discounted.
2 | Stock prices can trade to emotional extremes
Fear and Greed drive extreme valuations in the stock market. From time to time events generate doubt in the market about a company's future prospects, reducing expectations and creating concern that the 'growth' is gone forever. Emotion takes over, exaggerating fears and reducing valuations to levels that assume the 'worst'. This is where we look for value.
3 | Consistent stock selection process
Each business day we typically screen all United States domestic equities of $1B in market cap or greater and pass that universe through a series of screens such as return on invested capital, levels of free cash flow, trading below certain technical barriers. If a company hits a series of our screens and we consider the industry a growth segment, we will create our own valuation model.

For more details, please visit Stock Selection Process.
4 | Look out several years to assess a company
To quote Wayne Gretzky, one of history's greatest hockey players, "You have to be where the puck is going, not where it is."

We look out several years when evaluating a company's prospects. This allows us to buy the company that is unpopular due to short term concerns – the company that is dead money now but may do better next year. In the short-term world of Wall Street, we feel we have a perspective advantage over the short term traders.
5 | Focus on after-tax returns
We believe our long-term focus helps increase returns; it also allows us to aim for a long-term capital gain and, therefore, a lower federal tax rate. We believe that it is the after-tax return that should drive all taxable investors.
Integre Advisors
277 Park Avenue, 49th Floor | NY, NY 10172 | 212.838.2300 | info@integreadvisors.com