Investment Objective:
- Long term, tax efficient returns, and capital appreciation greater than the benchmark.
- Systematic application of our value investing discipline to a broad spectrum of the stock market.
- We buy “name brands” on sale.
Portfolio Structure:
- A diversified portfolio of up to twenty, predominantly large and financially strong companies.
- Bottom-up security selection process.
Management:
- Brad Sasser, President and CIO
- Chartered Financial Analyst
- 28 years of investment management and securities analysis experience.
- Value Composite Track Record: 1999 – Present
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