institutional

Core Equity

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The investment approach is to preserve wealth over the long term by utilizing a conservative, bottom-up, fundamentally-driven research process. The investment team combines the best practices of value and growth investment disciplines by purchasing stocks that have declined due to a general market, sector, or company-specific issues but exhibit a history of strong and/or constant rate of earnings growth. Preferred investments are financially transparent companies led by proven management teams which sell at attractive valuations The strategy is concentrated and typically employs 35-45 positions.

team
  • Joseph S. Piropato

  • Lawrence M. Fields

  • Heather J. Perlmutter

  • Michael T. Meltzer

  • Peter D. Shawn

  • Jean Francois Coste

  • Michael Ferreira

  • J. Gordon Forsyth, CFA

  • Paul Lambert, CFA

  • Matthew Loesch, CFA

  • Rodman Moorhead

  • Peter Ostberg, CFA

Mutual Funds

You are about to leave the Private Wealth Management section of the website. The link you have accessed is provided for informational purposes only and should not be considered a solicitation to become a shareholder of or invest in the Tocqueville Trust Mutual Funds. Please consider the investment objectives, risks, and charges and expenses of any Mutual Fund carefully before investing. The prospectus contains this and other information about the Funds. You may obtain a free prospectus by downloading a copy from the Mutual Fund section of the website, by contacting an authorized broker/dealer, or by calling 1-800-697-3863.Please read the prospectus carefully before you invest. By accepting you will be leaving the Private Wealth Management section of the website.