Institutional 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. Some institutional accounts are perpetuities designed to meet current and future obligations, and will be managed accordingly. Portfolios are designed to achieve growth, income and the preservation of capital. We expect to meet with our institutional clients regularly.
- Our minimum investment for institutional accounts is $5 million.
- Typical new portfolios hold between 45 and 55 securities.
- Offered Strategies: Growth Equity, Conservative Growth, and Balanced Growth.
Read our Q4 2011 Commentary for Institutional Investors (Conservative Growth).
Read our Q4 2011 Commentary for Institutional Investors (Growth Equity).
Read our Q3 2011 Commentary for Institutional Investors (Conservative Growth).
Read our Q3 2011 Commentary for Institutional Investors (Growth Equity).
Read our Q2 2011 Commentary for Institutional Investors (Conservative Growth).
Read our Q2 2011 Commentary for Institutional Investors (Growth Equity).
Read our Q1 2011 Commentary for Institutional Investors (Growth Equity).
Read our Q1 2011 Commentary for Institutional Investors (Conservative Growth).
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