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Sarofim Trust Co
SAROFIM TRUST CO is an SEC-registered investment adviser in HOUSTON, TX, since 1978. The firm manages approximately $13.0 billion in assets. It has 26...
Overview
SAROFIM TRUST CO is an SEC-registered investment adviser in HOUSTON, TX, since 1978. The firm manages approximately $13.0 billion in assets. It has 26 employees and 22 investment advisers.
General information
Firm type
RIA
Year founded
1953
Location
Region
North America
Country
United States
City
Houston
Corporate office
Houston, TX, United States
Principals
Fayez Sarofim
Founder
Christopher Sarofim
President
Sector focus
Frequently asked questions
Who runs investment decisions at Sarofim Trust Co?
Christopher Sarofim serves as president and oversees investment decisions, succeeding his father Fayez Sarofim who led the firm until his death in 2022. The firm's strategy remains rooted in Fayez's long-term, concentrated equity approach.
How does Sarofim Trust Co source investments?
The firm primarily builds direct equity positions in large-cap US stocks, relying on fundamental research and a buy-and-hold philosophy rather than deal origination. It does not operate a venture capital or private equity arm.
What sectors does Sarofim Trust Co focus on?
The firm favors consumer staples, health care, energy, and financial services, with documented holdings in companies like Coca-Cola, Procter & Gamble, and Exxon Mobil. It avoids high-turnover sectors like technology or biotech, favoring stable, dividend-paying stocks.
Where does the Sarofim wealth come from?
The wealth originated from Fayez Sarofim's father's Egyptian cotton trading and Fayez's own early investments in oil and gas. He grew the fortune through disciplined stock market investing, eventually making the Sarofim family one of Houston's wealthiest.
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