Becker Capital & Finance

Becker Capital & Finance is an independent investment management firm based in Portland, Oregon. Founded in 1976, the firm boasts a long track record of providing investment solutions to a diverse range of clients, including individuals, families, endowments, foundations, and corporate pension plans. Their core philosophy centers on fundamental research, disciplined portfolio construction, and a commitment to long-term investment horizons.

The firm’s primary focus lies in managing equity and fixed-income portfolios. On the equity side, Becker Capital employs a bottom-up, fundamental approach, seeking to identify undervalued companies with strong management teams, sustainable competitive advantages, and attractive growth prospects. Their investment team conducts rigorous in-house research, analyzing financial statements, meeting with company executives, and evaluating industry trends to make informed investment decisions. They typically hold investments for several years, allowing their investment theses to play out.

In fixed income, Becker Capital focuses on generating stable income and preserving capital. Their fixed-income strategies aim to outperform benchmarks by actively managing duration, credit quality, and sector allocation. Similar to their equity approach, their fixed-income team conducts thorough credit analysis to identify attractive opportunities while managing risk. They invest across a range of fixed-income securities, including government bonds, corporate bonds, and mortgage-backed securities.

Becker Capital distinguishes itself through its emphasis on client relationships and personalized service. They work closely with clients to understand their individual financial goals, risk tolerance, and time horizons. This understanding informs the development of customized investment strategies tailored to meet each client’s specific needs. They also provide regular communication and reporting, keeping clients informed about their portfolio performance and market developments. Their commitment to transparency and client service has fostered long-lasting relationships with many of their clients.

The firm is structured as an employee-owned company, which fosters a culture of alignment between employees and clients. This ownership structure promotes stability and encourages long-term thinking. Becker Capital emphasizes a team-oriented approach to investment management, fostering collaboration and knowledge sharing across the organization. This collaborative environment allows them to leverage the expertise of their entire investment team to make well-informed decisions.

While Becker Capital & Finance might not be a household name like some of the larger investment firms, its longevity, disciplined investment process, and commitment to client service have established it as a reputable and respected player in the investment management industry, particularly within the Pacific Northwest and beyond. Their consistent approach and focus on long-term results have allowed them to navigate various market cycles and deliver value to their clients over time.