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 Equities Our style cannot be defined as “value” or “growth”, “large cap” or “small cap”, “old economy” or “new economy”. Rather, we seek equity investments in fundamentally sound businesses in proven industries, with strong management, solid balance sheets and a favorable earnings history. We focus on long-term fundamentals; and we utilize the dynamics of the marketplace to construct and manage portfolios that meet our price discipline standards. We look for “value” that will provide “growth.” We base our evaluations on first-hand company information such as annual
reports, SEC reports and conference calls. Various independent research
services provide us with coverage of broad macroeconomic trends as well
as specific industries and companies.
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