• Institutional
  • Individual

Implement Investing Plan

We believe the best approach to optimum total return in the equity market is to invest primarily for capital appreciation by finding stocks that have price momentum. By selecting stocks whose momentum price growth prospects will produce greater than average total return, we are able to rely on the increasing income stream to force capital gains.

The key to our methodology is the accuracy of selecting stocks which have strong momentum growth rates. Although no guarantee can ever be given as to future performance, we have found that concentrating on fundamentally sound, high momentum issues can produce superior total returns with moderate risk exposure.