Finance-Credit Card, Diversified Finan Serv, Financial
Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.
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.
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Using proprietary computer algorithms, Earning Growth Portfolio buys stocks with the highest upward earning revision and upside earning surprise. Stocks are sold when they have lesser earning revision and earning surprise relative to other growth stocks, and are replaced with stocks of stronger earning revision and earning surprise. This diversified portfolio typically holds at least 50 stocks, is long only, does not use margin, and does not trade leveraged or inverse ETF.
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.
Prudent Value Wtih Options concentrates assets in its best ideas (subject to reasonable diversification) and generally maintains its investment positions for extended periods of time.
Our Small Cap portfolio seeks to achieve capital appreciation by primarily investing in small companies with above average growth potential. Small companies, according to the manager, are companies whose market capitalizations are generally less than $2 billion at the time of purchase. The manager maintains a concentrated portfolio of small cap companies traded on US exchanges.