Investment Philosophy
Control Risk Assumption
Investment Approach
Special Situation Companies


Investment Approach & Selection Process

Growth Companies:

Qualitative Factors:

Company should have a product and / or service which is unique to its market niche.

Company's target market should possess growth prospects.
Company position within its target market should be significant relative to its competitors.

Quantitative Factors:

The stock should have a price/earnings ratio equal to or less then the P/E multiple of the S&P 500.

The stock should have a price/growth ratio not to exceed 1.5 times.

The stock should have a price/sales/revenue ratio not to exceed 1.0 times.

The stocks should have a price/tangible book value ratio not to exceed 2.0 times.