Investments
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 that fall into our investable themes. We strive to purchase them at reasonable prices with a goal to outperforming
over entire business cycles. We believe this produces an attractive risk-adjusted
return for our clients.
Balance
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.
Diversification
Asset Class, Geography, Capitalization, Industry, Style
Selection Strategies
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
To learn more about the services SVA Plumb Financial can provide for you,
contact us at (888) 856-8801.