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 Calculations Confirms Intrinsic Value
-
Relative Valuation Analysis