Fayez Sarofim & Co.

Fayez Sarofim & Co. is an independent, employee-owned global investment manager founded in 1958 and headquartered in Houston, Texas. The firm manages $38.9 billion in assets as of March 31, 2026, and focuses on long-term, high-conviction growth investing. Its strategies include large-cap, global, concentrated, and international equity, along with equity income, core fixed income, and balanced portfolios. These are available through managed portfolios, U.S. mutual funds, and UCITS funds. The firm follows a Sustainable Growth Philosophy built on compounded earnings growth. It targets dominant companies in attractive industries with superior earnings growth at reasonable valuations, aiming for strong long-term performance with downside protection through market cycles. Our investment philosophy is anchored in deep fundamental research conducted by specialized teams of industry experts, where we develop long-term partnerships with management teams as a result of our history of stable ownership. We consider ourselves owners of businesses rather than traders of stock. We identify major global growth trends and then seek to invest in dominant market leaders that are best poised to benefit from those trends over the long term.