It is helpful to have an investment thesis because it helps a manager game plan for different outcomes. In our opinion the key to any investment strategy is flexibility. After all, you can't fight the market; you can only maximize the opportunity it gives.

Investment Objective and Strategy:

In carrying out the firm's investment objective, we focus on positions that have a reasonable expectation of producing above average returns combined with effective risk management. We may allocate funds in to a certain strategy in response to market trends allowing us to more easily capitalize on favorable market conditions. Our idea of diversification involves optimizing the mix of investments we feel will grow in a strengthening market with those that we feel will outperform in a weak one.

Combined fundamental and technical analysis:

It is our belief that a sound investment strategy and investment style must utilize each method of analysis. There are instances where a position is purchased solely on one or the other. We prefer to screen the universe of investment opportunities using a global approach to identify the sectors in the economy that we belief will out perform their peers and the market in general. Then using a few key fundamental indicators we identify the companies within those sectors that we believe to be superior. Then utilize the charts to time the purchase and sales of these positions.

This firm was organized for the purpose of investing and trading in a wide variety of securities and financial instruments, domestic and foreign, of all kinds and descriptions, whether publicly traded or privately placed, including but not limited to common and preferred stocks, bonds and other debt securities, convertible securities, limited partnership interests, mutual fund shares, options, warrants, commodities, futures, derivatives (including swaps, forward contracts and structured instruments), currencies, real estate, monetary instruments and cash and cash equivalents.

 

 

 

Our idea of diversification involves optimizing the mix of investments we feel will grow in a strengthening market with those that we feel will outperform in a weak one.