Core Investment Aims and Approach
- Strive for long-term capital growth and current income
- Achieve goals by investing in a mix of equities and fixed-income
securities
- Equities should be high-quality stocks that are attractively
priced relative to their historical earnings, cash flow and valuation
record
- Fixed-income portion selected to generate current income
Deciding Factors - The Client Is An Individual
Whether the client is a single person or an institution, final selections
are shaped by individual factors.
- Risk tolerance
- Tax considerations
- Time horizon
- Net worth
- Estate issues
- Income needs
- Special preferences
Selecting A Stock
Realizing our Aims and Approach as a specific stock purchase calls for:
- Careful research into historical factors, specific company history
- Due regard for present economic trends
- Disciplined approach to buying and selling
