Tradition Capital Management
Investment ManagementNew Jersey, United States11-50 Employees
Tradition Asset Management seeks companies with strong sustainable businesses. These businesses will exhibit above average profitability and free cash generation and above average secular growth. Stock purchases made at discounts to our estimate of intrinsic value, or with margins of safety, help produce strong risk-adjusted returns. Our seasoned professionals combine experience, insight, discipline and research in our investment process. We believe in participating in the growth of quality companies purchased at reasonable prices. We also manage fixed income both as a stand-alone or part of a balanced portfolio. Tradition works to build a portfolio of securities that meets our clients' varied needs through each of our given strategies. Tradition is an SEC Registered Investment Adviser. We were founded in 2000 as a growth at a reasonable price investment firm and those principals of quality, profitability, growth and value continue today. Our founders worked together at Brundage, Story and Rose (BS&R) in New York City. We are still owned exclusively by our employees. Our Chief Investment Officer was a Partner and Director of Research at BS&R, which managed over four billion dollars, prior to the founding of Tradition in 2000. Tradition’s team currently includes a total of five former employees of Brundage, Story and Rose, but also includes additional talented investors that increase our skills and capabilities. Our team is experienced, knowledgeable and disciplined. We strive for insights and opportunities to help our clients grow their capital. Tradition Asset Management LLC acquired the assets of Tradition Capital Management LLC and is the successor in interest to its business including its investment track record. Tradition Asset Management LLC is a wholly owned subsidiary of Luxon Financial LLC. Visit TraditionCM.com for more information and disclosures.