INVESTMENT STRATEGIES

Macrocentric
Strategy invests in securities that capitalize on the broad markets both domestically and internationally. This top-down approach profits from broad changes in the markets that are the result of any number of macroeconomic and governmental factors.

Sector-Specific
This top-down approach utilizes proprietary research to invest in sectors based on perceived growth prospects. Prior to taking a position in any market sector, the investment team will assess the growth prospects of that sector.

Fundamental Growth
Strategy invests in securities of companies who are expected to have prospects for earnings growth and capital appreciation exceeding those of the broader equity market. This bottom-up approach seeks to identify attractive opportunities in securities of companies experiencing abnormally high levels of growth in earnings, sales and market share.

Fundamental Value
Strategy invests in securities of companies the investment team deems undervalued. This bottom-up approach utilizes a quantitative and qualitative investment process which includes a proprietary fundamental screen, evaluation of the company’s management team and its standing within the industry. Additionally, the investment team may collect data from the company’s suppliers, competitors and customers.