All Cap Growth

Solid earnings growth potential

Through disciplined research, we identify companies with solid earnings growth, positive investor sentiment and strong financial characteristics that are trading at relatively low valuations. These companies tend to have large upside price potential. We invest in a diversified portfolio of equities to achieve strong long-term capital appreciation. Our proprietary model considerations include:

• Growth at a reasonable price with a strong return on equity and capital
• Above average sales and earnings growth
• Institutional accumulation in company shares

All Cap Value

Identifying tomorrow's blue chip opportunities

We identify undervalued companies that we believe trade at a considerable discount to their true intrinsic value. These companies are often out of favor due to transitory events that don't affect their underlying value. Over time we estimate that these companies will appreciate to their true value. The portfolio is invested in a diversified group of stocks that tend to hold up in tough markets and achieve total return through earnings growth and dividend payout. Our proprietary model considerations include:

• Consistent financial performance and sound earnings growth
• Attractive valuation and a proven earnings history
• Documented history of strong management
• Strong return price to sales ratio

Dividend Growth Strategy

Putting Income First

The companies that meet our criteria for this style have demonstrated both the ability to pay shareholders an above average dividend rate and to grow that dividend over time. Portfolio companies are well established with strong financials.

• Above average dividend yields
• Above average dividend growth rates
• Have ample earnings to provide dividend safety

Portfolio Performance

Combining multiple styles to manage growth

Please contact us at for updated investment performance information on our portfolio styles.