Our portfolios are constructed by employing our time-tested investment process, which focuses on identifying the catalyst(s) that will influence its earning growth and drive share price performance. We are long-term investors. We expect to hold positions for several years.
- Our minimum investment for individual accounts is $1 million.
- Typical new portfolios hold between 25 and 35 securities.
- Portfolios offered: Growth Equity, All Cap Growth, Small Cap Growth, and Concentrated Growth.
Read our Q4 2011 Commentary for Individual International Investors.
Read our Q4 2011 Commentary for Individual Investors.
Read our Q3 2011 Commentary for Individual Investors.
Read our Q2 2011 Commentary for Individual Investors.
Read our Q1 2011 Commentary for Individual Investors.
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