Equity Investment Philosophy

Team Approach to Fundamental Research & Portfolio Management

Balanced portfolio
  • Stocks – Sustainable long-term growth
  • Bonds – Income and risk reduction
  • Mutual Funds – Diversification
Superior Revenue & Profit Growth
  • Accelerating Earnings & Cash Flow
  • Greater Profit Growth than the Broader Market
  • Predictable & Sustainable Profit Growth
Reasonable Valuations
  • Return on Investment CalculationsĀ Confirms Intrinsic Value
  • Relative Valuation Analysis