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QGIC-NY 2025: Alan Christensen Of Fayez Sarofim: This Stock To Benefit As Eyewear Use Soars

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Jacob Wolinsky
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Quality-Growth Investor Conference 2025 Alan Christensen
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At the Quality-Growth Investor Conference 2025, in New York, Alan Christensen, President of Fayez Sarofim & Co., shared insights into the firm’s long-term investment philosophy and highlighted some stocks.

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Investment Philosophy

Fayez Sarofim & Co. was founded by an Egyptian investor who moved to Texas. During his time at Anderson Clayton, he identified issues with pension investments and developed a disciplined investment approach focused on long-term compounding.

The firm seeks companies that can compound earnings over five years, forming strong partnerships with management. This philosophy has guided the firm for over 67 years.

  • Make one right decision and allow it to compound...

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.