Core Equity Philosophy

 A diversified portfolio of large-cap, high-quality stocks with strong business fundamentals and sound growth prospects should generate above-average returns over the long-term. 
 
»   Shareholder value is ultimately driven by earnings growth, making the identification of a catalyst for growth a priority.

»  Companies with a strong competitive position in the marketplace are more likely to generate solid long-term earnings growth.

»   Sound financial strength assures that corporate resources necessary to grow the business are available.

»   A talented management team is necessary to ensure proper execution.

»   Buying stocks at reasonable valuations enhances the likelihood of success.

»   Risk is managed through stock selection, diversification, portfolio construction,  and sell discipline.