We adhere to a meticulous selection process, seeking the most promising stocks in each industry to populate our clients’ portfolios. Our approach is multifaceted.
Business Prospects: Each day, our team diligently examines economic and industry factors that could impact the companies we currently hold or are considering for inclusion. When valuations and evolving prospects demand attention, we conduct thorough analyses of individual companies to gauge their potential suitability for client portfolios. This involves scrutinizing factors such as market positioning, competitive advantages, growth prospects, and management quality.
Metrics: While a company’s products, services, and management team may impress, we recognize that sound investment decisions are grounded in objective metrics. The price of any stock should be weighed against the revenues, cash flow, and earnings expected over the next several years. The less paid for any given stream, the better.
Historical Insights: We maintain an extensive database and employ advanced statistical techniques to continually refine our selection methods. Beyond numerical data, we curate a repository of relevant articles, white papers, reports from reputable Wall Street analysts, and our own insights. This wealth of information serves as a valuable resource, providing added perspective to inform our decision-making process.
Experience: Though disciplined in approach, we are not restricted to making any decision based solely on methodology. Our team averages over 30 years of portfolio management experience. Having invested through hyperinflation, three recessions, wars, and a variety of booms and busts, we are nimble as well as thoughtful. This kind of support and experience cannot be written into a prospectus or program, but it can work for you.