Fundraising Fox

Fayez Sarofim & Co.

Institutional investor

Houston · Seed–Late Stage · 37 people tracked

Also known as FAYEZ SAROFIM & CO., LLC

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Investment thesis

The firm follows a single 'Sustainable Growth' investment philosophy, in place since 1958, aimed at generating long-term performance with strong downside protection over multi-generational horizons. It holds that markets overvalue short-term unsustainable growth and undervalue moderate but durable long-term growth, which ultimately drives greater capital appreciation. Believing compounded earnings growth is the most important factor in equity investing, the firm seeks dominant companies in attractive industries with superior earnings growth at reasonable valuations. Strategies span large cap equity, global equity, concentrated growth, international equity, equity income, core fixed income, and balanced portfolios.

Source: firm website, verified Aug 18, 2026.

Stage
Seed–Late Stage
HQ
Houston, US
Instruments
Equity
Founded
1958
AUM
$35.1B

Team · 37 people

from the firm's website
Christopher Sarofim· Chairman

Chairman of the firm, which he joined in 1988.

Alan Christensen· President

President and Head of Investment Risk, who joined the firm in 2005.

William Gentry Lee· CEO / CIO

Chief Executive Officer and Chief Investment Officer, having joined the firm in 1998.

Andrew Dickerman· Senior Research Analyst
Andrew Fetzner· Trader, Equities & Fixed Income
Andrew Ziccardi· Senior Research Analyst
Angela Vatankha· Research & Portfolio Support Analyst
Anthony Gracely· Senior Research Analyst
Ashley Michael· Vice President – Human Resources
Bill Hanna· Chief Compliance Officer
Catherine Crain· Senior Portfolio Manager
Chase Robison· Chief Financial Officer
David Searls· Client Portfolio Manager
Douglas Alder· Senior Research Analyst
Garrett Wallis· Research Analyst
George Masterson· Client Relationship Manager
Hannah Dickens· Research & Portfolio Support Analyst
Joe Bailey· Research Analyst
Joe Li· Research Analyst
John Colucci· Chief Operating Officer

Chief Operating Officer, who joined the firm in 2006.

John Gallo· Information Security Officer
Lisa McEnery· Research Analyst
Margaret Liu· Research & Portfolio Support Analyst
Mary Gutierrez· SMA Trading & Operations Manager
Matthew Altenau· Senior Research Analyst
Mitch Gibbons· General Counsel & Chief Legal Officer

General Counsel and Chief Legal Officer, who joined the firm in 2021.

Nam Nguyen· Client Services & Marketing Analyst
Nell Copeland· Research Associate
Nicholas Zdeblick· Senior Research Analyst
Phillip Greendyke· Research Analyst
Raye White· Executive Vice President
Rebecca Li· Research Associate
Reynaldo Reza· Senior Portfolio Manager
S.E. Cody Dick· Senior Research Analyst
Vernon Perry· Senior Portfolio Manager
Whitney Bogardus· Wrap Trade Administrator

Frequently asked questions

What stage does Fayez Sarofim & Co. invest at?
Fayez Sarofim & Co. invests at the Seed, Late Stage stages.
What sectors does Fayez Sarofim & Co. focus on?
Fayez Sarofim & Co. focuses on Sector Agnostic.
Where is Fayez Sarofim & Co. located?
Fayez Sarofim & Co. is headquartered in Houston, US.

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