Our Philosophy
We believe capturing secular economic, political, and demographic trends is critical to attaining superior long term investment results. Identifying key trends is important in determining what to own and what to avoid. Empirical data show 80% of an individual stock’s return is explained by the performance of its sector. Identifying key trends is important in determining what to own and what to avoid.
Secular trend identification and sector emphasis is supported by a disciplined investment process emphasizing high quality growth companies. Fundamental and technical analysis of sectors, industries, and individual securities provides strategic focus and identifies specific sector and security emphasis. Extensive use of convertible, international, and fixed income markets enhance portfolio diversification and control risk. Strict adherence to our proprietary sell discipline protects portfolios from large losses.
Based on a thorough understanding of clients’ unique objectives, portfolios are constructed to meet these objectives. The subsequent monitoring of the investment environment and clients’ financial situations ensures the proper and consistent alignment of asset, sector, and individual security allocation with client investment objectives.
- As an independent investment advisor, our interests are completely aligned with those of our clients. Our energy and focus is on achieving superior investment results and meeting the specific needs of each of our clients.
- Our multi factor investment approach has proven effective over shorter and longer term periods and stands apart from the plethora of choices available to investors today
- An experienced and accomplished investment professional manages each client portfolio and relationship.
- Portfolio construction focuses on meeting the specific needs of individual clients
- Relevant and timely communication from our investment professionals to our clients allows consistency of asset management application and clients’ evolving financial and personal profiles.