Our investment group continues to be sought after for insight into the financial markets, most recently by Barron’s. In a recent inquiry, Ernie Cecilia, chief investment officer at Bryn Mawr Trust, shared with Barron’s why his team’s research led him to believe a company like Novartis (NVS) is a strong pick for clients’ portfolios. Despite currency pressures from the strong Swiss franc, Ernie points to the company’s demonstrated continued commitment to research and development. Its R&D potential, coupled with its strategic positioning to capitalize on changing demographics of emerging markets, is why Ernie and the BMT equity research group sees significant potential in this equity.
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