Investment & Security Selection
Strategies to keep your investment earnings working for you.
Our investment philosophy, supported by extensive security investment research, drives the selection process.
We look for growing companies falling into our investable themes. We strive to purchase them at reasonable prices with a goal of outperforming over entire business cycles. We believe this produces an attractive risk-adjusted return for our clients.
We believe stocks, bonds and cash should all play a role in your strategy. The key is balance. Balance allows us to weather tough times. It allows investors to participate in upside while dampening the negative effects of market downturns.
Asset Class, Geography, Capitalization, Industry and Style
Buy Strategy Indicators
- Favorable market/economic conditions for industry
- Strong balance sheets with high cash flows which can be an indicator of a company’s ability to self fund new projects
- Experienced & capable management team
- Market at discount to our proprietary estimates of value
Sell Strategy Indicators
- Increase in market value
- Potential catalyst for recovery is no longer evident
- Deterioration of fundamentals not yet reflected in market price
- More compelling alternatives exist with better quality or larger discount to value
Additional SVA Plumb Financial Services