Separately Managed Accounts
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
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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
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
4. Calculate Buy and Sell Targets
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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