Investment Methodologies - Industry & Sector Rotation

 

This methodology employs non-emotional, numbers driven, value-based industry, sector, and country rotation techniques, that, unlike conventional stock picking methods, focuses instead on identifying and capitalizing on theme movements in the well identified industries & market sectors.

 

Primarily, this active-asset methodology recognizes that advances in financial markets are defined by "themes", or led by asset classes*, industries, and countries, with each advance distinguished by specific sector-driven themes.  Employing a disciplined research and valuation process these "themes" are identified so that Portfolio's can be created and/or adjusted toward the most attractive sectors.

 

This is in stark contrast to techniques that simply use historical data projected into the future and that assume the future will duplicate the past.  It is, in contrast, a dynamic & responsive process that seeks out under-priced & under-performing industries (not stocks) that are beginning to show signs of profitable leadership, and then capitalizes on that evidence by appropriate sector rotation & investing.

 

Dealing with sectors & market themes eliminates much of the risk of selecting individual stocks.  To avoid the "emotion" of the market, or day, or when to buy and hold or sell, intrinsic value computations are used in a systematic manner to make needed adjustments as well as to know when to "stay the course".  The discipline of this approach provides support for buying out-of-favor industries and doing so even in the face of negative sentiment or emotion, which often results in the types of increased values sought by investors. 

 

The fundamentals of this methodology are based on an expanded application of the respected principles of investing practiced by the well known Benjamin Graham - the "Father of Securities Analysis/Value Investing".

 

We would like to meet with you to tell you more about this well designed investment program and how it may fit into your financial portfolio.  Please contact us to receive program materials on this investment including a Prospectus, which should be read carefully before investing or sending any money.

[*ASSET ALLOCATION: INVESTORS NEED TO BE AWARE THAT NO INVESTMENT PLAN/ASSET ALLOCATION CAN ELIMINATE THE RISK OF FLUCTUATING PRICES AND UNCERTAIN RETURNS]

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