Networking Products, Telecommunications, Communications
Our long-term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term. We hold most of our equities for the long term as long as they are reasonably valued and have ample margin of safety. We focus on capital preservation and consistently look for growth opportunities.
Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.
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GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities.
Crabtree Technology is a science and technology, long-only equity model. Our holdings are determined via a highly disciplined quantitative methodology, emphasizing cash flow and market share. Holdings are re-balanced quarterly. Our goal is to generate alpha over quarters and years.
The Leveraged Value portfolio is a fundamental, value portfolio with a bias toward small-cap equities. These smaller, less followed companies are more likely to become mispriced, creating a buying opportunity for the strategy.
Mott Capital Management is a Thematic Growth investor using themes and trends in society to find exciting growth stories. Once we find a theme we want to capitalize on we begin searching for products that interact with the end user. From there we begin the company search process. Our investment strategy is long-term because that is our edge. We understand and recognize when events are critical and when they are not. We also believe investing long term is a way to neutralize market volatility.