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