Quality at a Reasonable Price (QARP)
Our new strategy is a more diversified equity offering. Characteristics of the strategy include the following:
– Only purchase the highest quality companies within each sector, which results in a portfolio with less volatility relative to the broader benchmark.
-40-45 holdings researched in our deep dive analytical approach, held for an average period of 5 years.
– Sector representation similar to the benchmarks, picking the best companies within the most favorable industries.
– Companies have market capitalizations generally above $3 billion.
We welcome you to contact us to discuss how our unique and proprietary approach to investment management can benefit your portfolio.