Culture

Geraty Investments’ service mission and values-based corporate culture is the foundation that drives excellence throughout the asset management business. Our clients know that their needs and goals are supported by a culture of integrity that makes excellent client service a top priority.

Immersion

Geraty Investments has its own advisory and corporate development teams offering first-hand investment perspective on markets, industries and companies, both public and private. The firm has shown that integrating its proprietary knowledge and network of relationships into the investment decision-making process enables Geraty to have a significant investment advantage.

Expertise

The firm’s investment professionals are sector experts with decades of experience following and investing in the restaurant and specialty food retailing industries. The firm’s analysts are respected for rigorous, fundamental, bottom-up research. When combined with deep capital markets expertise, it’s not surprising the firm’s investment professionals are well-regarded leaders in both the financial services and restaurant / specialty food retailing industries.

The firm’s investment process also places high value on prudent risk management and strong operational policies and controls. The firm invests substantial talent and resources in the areas of trading, operations, client services and compliance.