We build and maintain portfolios by blending three distinct strategies to identify compelling investments from a universe of US listed, liquid securities. We do not use leverage and do not use derivatives.
The RAPID PROFITABLE GROWTH Strategy identifies exceptional investments in companies which are growing and profitable.
The CONCENTRATED VALUE Strategy identifies investments that are undervalued by other investors but have a history of profitable growth and strong brand awareness in there industry.
The FOCUSED FIXED INCOME Strategy identifies bonds that provide steady cash-flows and diversify risk.