Our Investment Objectives

Growth

Our primary investment approach seeks a base of investments for growth potential and capital appreciation. We seek out long-term investments in growth industries, commodities, market economies and individual companies.

Yield

As a secondary investment objective, we seek companies that generate secure dividends. Typically, these are companies with well-known brands or that produce strong cash earnings.

Opportunity

These funds are targeted for short-term investments. These opportunities include M&A, cyclical, value-seeking, and momentum activity.