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