Our objective is to achieve outstanding total return over the long-term through investment in small and medium capitalization, domestic companies. The portfolio concentrates in 70-100 growth companies with accelerating earnings from a universe of approximately 2,500 small and medium capitalization growth companies.
Philosophy
Our unique process is a combination of proprietary quantitative analysis and fundamental research focusing on the very best stocks that possess the time-tested characteristics of:
- Accelerating Earnings Momentum
- Rising Relative Price Strength
Strategy
Our investment process begins with a daily ranking of the investable universe measuring both relative strength and earnings growth. The top 10% of the investable universe become reseach candidates and the primary purpose of our fundamental analysis is to identify and confirm sustainable growth drivers. All purchase candidates must meet bottom-up purchase criteria.
Portfolios are fully invested for maximum participation in the equity market and meet diversification and liquidity guidelines. Portfolios are actively managed and monitored daily for any inconsistencies of the purchase criteria which would lead to a thorough analysis of the company and a possible sell decision.
