Investment Strategy and Policy

Our investment strategy involves diversification over a broad array of industries as represented by the S&P 500 index. We will however, overweight or underweight specific sectors depending on the current economic cycle.

These are equity positions that we anticipate holding for longer holding periods, possibly two to five years. The core positions represent companies with excellent business models, strong financials and good management. We expect these stocks to double over time. Often, the companies selected as core positions will have a history of paying dividends and increasing those dividends over time.

Often opportunities exist in the market place that represent favorable risk/reward situations that are not well understood by the investing public. We will take advantage of these as they present themselves.