Individual Stock Strategies
Focused Growth Companies
The Focused Growth Companies strategy invests in the common stock of companies that meet our definition of a true growth company. We define a Growth Company as a firm that creates demand for its products or services by revolutionizing the industry that it serves. Most companies are dependent on a positive development within their industry in order to grow. A Growth Company has the brightest minds and most creative leadership to produce the products and services that truly delight their customers. Simply put: they are the leader, not the followers. As the leader they command pricing power and customer loyalty which results in competitive advantages that allow these rare businesses to experience extended periods of above average profit margins and returns on invested capital. The strategy is focused in that it will normally hold between 10 - 20 stocks with a greater concentration on the top 5 holdings.
Rising Dividend Income
The Rising Dividend Income strategy invests in the common stock of high quality companies that pay an above-average dividend and have a history of regularly raising their dividend payout. There are very few more convincing things that a company can do to show its confidence in the future than raise its dividend. This is because a dividend payout is real cash that comes out of the business. For investors that need income, a rising dividend strategy can be an excellent way to keep up with inflation over time. Unlike bonds or CD's that pay a fixed income that will not change, a rising dividend payout can result in a substantial increase in income as the years go by. Historically stocks are much more volatile than bonds or CD's so investors need to bear that in mind. We seek to reduce this volatility by only investing in very large and stable companies when they are attractively priced and their dividend yields are higher due to a lower price.
Focused Growth Companies
The Focused Growth Companies strategy invests in the common stock of companies that meet our definition of a true growth company. We define a Growth Company as a firm that creates demand for its products or services by revolutionizing the industry that it serves. Most companies are dependent on a positive development within their industry in order to grow. A Growth Company has the brightest minds and most creative leadership to produce the products and services that truly delight their customers. Simply put: they are the leader, not the followers. As the leader they command pricing power and customer loyalty which results in competitive advantages that allow these rare businesses to experience extended periods of above average profit margins and returns on invested capital. The strategy is focused in that it will normally hold between 10 - 20 stocks with a greater concentration on the top 5 holdings.
Rising Dividend Income
The Rising Dividend Income strategy invests in the common stock of high quality companies that pay an above-average dividend and have a history of regularly raising their dividend payout. There are very few more convincing things that a company can do to show its confidence in the future than raise its dividend. This is because a dividend payout is real cash that comes out of the business. For investors that need income, a rising dividend strategy can be an excellent way to keep up with inflation over time. Unlike bonds or CD's that pay a fixed income that will not change, a rising dividend payout can result in a substantial increase in income as the years go by. Historically stocks are much more volatile than bonds or CD's so investors need to bear that in mind. We seek to reduce this volatility by only investing in very large and stable companies when they are attractively priced and their dividend yields are higher due to a lower price.
