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INVESTMENT FOCUS
The principal investment objective of the Privately Managed Accounts is to provide long-term capital growth, primarily through investments in equity securities of U.S. corporations and American depository receipts (ADRs).
INVESTMENT STRATEGY
In pursuing long-term capital growth, we invest in high-quality companies that are representing the best value for the price. As a value manager, we believe that stock valuation must be founded on strong fundamentals and the potential for enhanced returns. We differ from typical "domestic money managers", in that we employ a two-pronged approach by combining a core portfolio of U.S. securities with international stocks (ADRs).
ACCOUNTS PROFILE
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Asset Class
- Large to mid capitalization U.S stocks
Characteristics
- Diversification
- Tax efficiency
- Avoidance of market timing
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CLIENT SERVICES
- Quarterly summary of portfolio performance.
- Quarterly Market updates.
- Annual fee – 1.00% of assets under management.
- Fees billed quarterly in arrears.
Minimum Account - $50,000.
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