Equity Strategy

Historically, equities have outperformed bonds – with higher risk. While bonds can certainly experience losses, equities are dramatically more volatile and may incur sharp losses over the short to medium term.

Our firm uses fundamental analysis to identify and select attractively priced securities. The quality of earnings is determined by using various measures, including: return-on-equity, profit margins, debt ratios, and cash flow. Valuation is analyzed using various multiples including price to earnings, price to book, and price to sales.

To learn more download our Equity Fact Sheet