OUR Investment APPROACH
Our primary goal is to provide clients with a balance of current income and long-term capital appreciation. In terms of style, we are Smart Value investors.
Our Core equity strategy invests in a focused portfolio of about 25-30 U.S. common stocks, ETFs and other equity and equity related securities of companies that offer a balance between strong growth prospects and reasonable valuations. This translates into a forward-looking investment philosophy across a range of themes and sectors.
The core goal of seeking the best risk-adjusted returns makes us more conservative and deliberate. Our emphasis on capital preservation, predictable dividend income and long-term capital appreciation, not “in and out” market timing.
Our investing horizon is mid to long term and we generally select securities in our portfolio with a 3+ year time horizon, and longer. However, we understand value traps and will not hesitate to exit investments when the market, sector or company fundamentals have changed.
Our portfolio construction incorporates segment diversification, sustainability of dividend income, reduced volatility and balances macro and micro factors to achieve its goals.