We analyze, evaluate, and select equities to include in thoughtfully constructed portfolios.
  • Assess fundamental growth and value characteristics with a proprietary, quantitative model to produce a list of candidates for investment
  • Conduct research to evaluate competitive advantages, valuation, management, governance, accounting policies, and corporate citizenship
  • Analyze research from unbiased sources including Zacks, Value Line, and Morningstar
  • Construct a portfolio of approximately forty stocks that provides diversification across industry sectors
  • Consider the sale of a security when the price target is met, fundamental characteristics deteriorate, or when significant, unforeseen changes impair earning power

Characteristics we seek:

  • Distinct Competitive Advantages
  • Proven Management
  • Sustainable Growth
  • Financial Strength
  • Insider Ownership
  • Corporate Citizenship
  • Attractive Valuation
  Contact Us

(502) 625-1005

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