Equity Investment Strategies

The Core Equity Investment Strategy starts with a bottom up process of sifting through thousands of investment ideas to identify the companies we want to own and the prices we feel allow for attractive entry positions.  We believe  that  companies  with  strong  cash  flow,  solid  balance  sheets  and  reasonable  growth characteristics are more likely to perform well in the future and are more likely to avoid major financial problems. We also gravitate toward companies that pay consistent dividends and that are likely to increase dividend payments in the future.  Dividends allow for cash flow generation and support valuations during periods of volatility. 

Tactical Strategies are added to complement the Core Equity Strategies and round out the exposures in the stock bucket of accounts.  Learn more about Tactical Strategies here.