Investment Process
Our Process is Defined, Disciplined, Repeatable
| Defined | We define large cap as 6 billion and above. |
| We define growth companies as those having "Real Earnings Growth" - companies with top and bottom line growth. | |
| The companies we invest in are large capitalization established firms that have had good earnings in the past and whose earnings are expected to continue growing at a rate greater than the market. We want companies with broad and global growth prospects. | |
| Disciplined | Superior earnings growth is the driver behind our process. |
| Our process is not influenced by emotions or the latest stock or industry craze. | |
| Our discipline is to screen databases seeking those companies, which exhibit the growth characteristics we want to invest in. | |
| We overlay a quantitative equity model on the candidate list to identify those with a justifiable price for their expected earnings growth. | |
| We perform scenario testing at different growth rates assumptions to determine the validity of the expected growth rates. | |
| Fundamental analysis and a stock’s volatility is the final decision step for including a stock in your portfolio. | |
| Repeatable | All clients’ portfolios are managed in line with the model portfolio developed through our disciplined process. |
| We screen and overlay the quantitative model each quarter, and within the quarter if necessary, and for all buy and sell decisions. | |
| This disciplined approach has been repeated since the early 1980’s and has outperformed the relevant benchmarks placing our firm within the top quartile rankings relative to our peers. | |
Disclaimer: This website is for informational purposes only. Past performance does not serve as an indicator of future performance.