Underhill Investment Strategy is part of Lateef Investment Management, L.P. Underhill manages separate accounts in which we implement long-only investment strategies. Underhill manages individual and institutional accounts, including corporate pension and profit sharing plans, charitable foundations, and academic endowments. We employ a traditional, buy and hold, bottoms up research investment strategy to a concentrated portfolio of 15 – 18 quality companies. We buy public equities across all market capitalizations and are “growth at a reasonable price, GARP investors.”
Roland D. Underhill is the Chief Investment Officer and Managing Partner. He has a total of more than 58 years of investment experience in both bull and bear markets. He has managed investments for hundreds of portfolios, and researched hundreds of mostly American companies across many industries as potential investments. All this experience is brought to bear on opportunities amidst the issues of the 21st Century in a focused collaborative research effort. Now, with the considerable investment team at Lateef Investment Management L.P., where he was a General Partner from 1994 to 2007, Roland will continue to build on his extensive investment experience.