The closely monitored process is a combination of Top Down, the analysis of macro economic factors, and Bottom Up, the picking of stocks and bonds subject to both fundamental and technical analysis.
EQUITY INVESTMENT APPROACH
Is based primarily on growth and valuation and the flexibility to adapt to changing market environments as determined by investor psychology and the economic cycle.
We search for superior companies with strong fundamental characteristics. A company’s products and industry are analyzed along with its growth profile, operations, financials, management and financial ratios.
FIXED INCOME INVESTMENT APPROACH
Is based upon the concept that a properly diversified bond portfolio is key to limiting a client’s overall risk exposure, generating a predictable income stream and preserving capital.