Focusing on what's best
We believe strongly in portfolio concentration. Just as with our dynamic research process, our strategy has evolved with the market since the firm's inception more than 15 years ago. We have adopted a Focused Growth strategy in which portfolios are invested in up to 10 securities at a time. By concentrating investments into the most attractive companies and sectors we attempt to outperform the broader market.
Not everyone can get rich in the stock market. Too many investors follow the crowd, and as a result their financial dreams are never realized. Our investment advisory firm is committed to fulfilling those dreams.
The primary thrust of our growth equity investment strategy is to identify and invest in companies that exhibit specific and unique characteristics, such as proprietary products or services, healthy balance sheets, and exceptional management teams. We intend to always locate good growth companies that we believe may provide above-average benefits to shareholders over the long-term.
This unique approach to investing requires more staying power than is characteristic of the average investor, the type who wants to “take the profit” rather than allow the investment to grow. However, our view is that this habit is why so few investors succeed. One of the advantages of our approach is that a portion of your portfolio can continually evolve and expand into long-term unrealized profits that continue to work for you. Further, by postponing the sale of your growing, profitable stocks, you automatically postpone the taxation of your profits.
We do not want to give the impression that building a growth stock portfolio is easy. It certainly is not. However, if you are patient, over a period of years you may see a selection of your stocks advance to levels you otherwise would never have considered achievable. The investor with long-term staying power has the potential to greatly enhance his or her financial situation by holding on to proven growth stocks.