Investment Philosophy
Stock Selection
- Securities with low expectations factored into the price.
- Price under-performance coupled with growth markets and solid company fundamentals.
- Attractive valuations relative to projected growth rates.
- Over or underweight market sectors to beat benchmark index.
Investment Process
1. Individual Security Screening
- Capitalization
- Financial Strength
- Price Under-performance (Out of favor with Investors)
- Valuation Characteristics
2. Detailed Balance Sheet Analysis
3. Business Plan Review
- Management Communication
- Wall Street Expectations
- Competitor, Customer, Supplier, Employee due diligence.
- Catalyst to Return to Investor Favor
4. Calculate Buy and Sell Targets
- Normalized Operating Metrics at Average Valuation
Investment Options
Diversified Large Cap
- Individual Stocks
- Index - S&P 500
- Market Cap: > $5 billion
Diversified Small Cap
- Individual Stocks
- Index: Russell 2000
- Market Cap: < $5 billion
