The life blood of our investment process is Idea Generation. We utilize proprietary screening of databases, publications, earnings models, talking with suppliers and vendors, competitors, and management to identify companies that fit our investment criteria.

Our Fundamental Analysis of every company in which we invest helps us to understand both the inherent risks and the opportunities.

We are looking for strong cash flows, growing dividends, improving margins, low levels of debt, and specific catalysts for price improvement.

We implement a disciplined Relative Value Assessment of every security considered for investment. By comparing the valuation of securities which meet our criteria, we can further narrow the investment opportunities to those that we consider to offer the best risk/reward opportunity within each sector.

As we Construct a Portfolio, our bottom-up orientation is overlaid with a top-down asset allocation strategy which helps to manage portfolio risk and meet performance objectives. We follow the same investment process for each portfolio we manage. In our investment process, every security must have an objective. A security that does not fit into one of the four categories listed is not considered for investment.