our investment style

Our investment style is premised on a relative value methodology meaning that investments are generally purchased and held while they continue to represent relatively good value both within their sector and the broader universe of stocks.

Our investment philosophy is based on the relationship between forecast earnings, relative market rating and the current share price.

our portfolio construction

stock selection

Our belief is that stocks trade in a range that tends to mean revert around an average or through the cycle relative PE multiple. Implicit in this is the assumption that the market places a greater emphasis on near term earnings forecasts when pricing stocks.

option strategies

We employ option strategies to help manage risk and return as part of our investment approach. Option strategies help safeguard the portfolios against market volatility as well as providing an additional source of income.