Once we have identified the macro-environment we look for companies that have demonstrated a solid history of sales, earnings growth, and have a competent, proven management team. Our equity investment strategy is to seek out-of-favor stocks that are trading at low multiples of earnings, sales, book value and/or cash flow. Our focus is to find value in sectors where there is above average earnings potential. While we do not limit ourselves to a specific market capitalization level, the bargain price stocks we find are mostly in small to mid cap levels. We hold stocks for as long as our research says they are undervalued.

Our equity strategy is to seek out-of-favor stocks that are trading at low multiples of earnings, sales, book value and/or cash flow.  Our focus is to find value in sectors where there is above average earnings potential.  While we do not limit ourselves to a specific market capitalization level, the bargain price stocks we find are mostly in small to mid cap levels.  We hold stocks for as long as our research says they are undervalued.