R. Edward Spilka

Taurus aims to grow clients’ capital over the long-term by investing in undervalued high-quality companies with defensive business models that can perform well in almost any economic cycle. The firm individually constructs each portfolio using equities, fixed income, or a blend of both to best achieve their clients' financial objectives with a keen eye toward maximizing after-tax returns. They generally invest in the stocks of medium to large publicly traded companies.

Provides investment advisory services

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Functions as a College/University