Theo Finance

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230 Park Ave Rm 1000
New York, NY 10169

The Mathes Company, established in 1997, is a registered investment advisor based in New York, NY. They specialize in managing discretionary portfolios for both individual and institutional investors, offering a comprehensive range of traditional and private investment options.

Their approach to equities combines a top-down view of global macroeconomic conditions with a bottom-up approach based on fundamental analysis. With a focus on large capitalization companies, they are both value and growth oriented, constantly seeking investment opportunities in global markets.

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