We invest in small, mid, and large cap companies that have the most promising prospects for growth.
We invest in earnings momentum and screen money flows in order to make investment decisions.
INVESTMENT OBJECTIVE
We seek to provide capital growth by investing primarily in U.S. equity securities of companies whose growth prospects appear to exceed those of the overall market. The issuers usually are listed on a nationally recognized exchange.
INVESTMENT PROCESS
We use qualitative and quantitative screening models for investment ideas and are recognized for our research on money flows, which Wall Street refers to as ticker tape analysis. Our research on money flows into equities, mutual funds and hedge funds provides us with detailed market analysis, and most importantly, individual stock picks for our managed separate account, or to individual investors in the subscription format, " Momentum Stock Advisor."
INVESTOR PROFILE
Accredited investors looking for growth of capital by investing in a professionally managed portfolio of equity securities through a separate account.
Individual investors managing their own portfolios that would like to follow a professionally managed portfolio of equity securities through a subscription investment e-newsletter. www.momentumstockadvisor.com
INVESTMENT PHILOSOPHY
We believe when investing in equity markets you can never fight the tape and earnings growth drives stock prices over time. We seek to achieve superior returns by investing in a concentrated portfolio of high-quality companies that have growing earnings, strong financial foundations, market leadership and superb management teams.
FOCUSED PORTFOLIO CONSTRUCTION
Our portfolio is typically invested among approximately 20 stocks. Our best ideas are afforded a larger weighting. As our confidence level grows, we will increase our weightings in the portfolio accordingly. We review every holding on a continuous basis to ensure that we own the companies and the weights in those companies that constitute our best ideas. The companies we invest in must display the following characteristics; strong management teams with a proven track record and shareholder focus, market leadership in what we perceive to be dynamic industries, and a compelling and understandable business strategy.
INVESTMENT CONSIDERATIONS
Equity securities ( stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities. The value of this portfolio will fluctuate as the value of the securities in the portfolio changes. Common stocks, and funds investing in common stocks, generally provide greater return potential when compared with other types of investments.