
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
-
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