Investment Principles

We believe that equities are the best asset class for long-term, compounded growth. For clients seeking real growth of assets, equities are our primary investment vehicle. Using fundamental analysis, we invest our clients' portfolios in growth companies that we believe to be reasonably priced and have the potential for above average returns over an extended period.

Continuous “macro” look at the U.S. and world

• Focus on economic implications and look for catalysts that drive perception and change in the economy.

Focus on “positive” sectors and industry leaders within those sectors

• Historic profitability and earnings momentum
• Companies producing real growth in demand for their products and services
• Identify “franchises” as early as possible - companies that have “earned dominance”
• Strong and under-leveraged balance sheet
• Companies in the “path of progress”

Define reasonable valuations for new purchases and current holdings

Diversify holdings by sector and market cap size to reduce stock-specific risk