Long-Only Financials

The objective of the long-only financials portfolio is long-term capital appreciation:

  1. Growth Potential

    Investments in the portfolio will be in small and mid-sized company stocks because we believe they have better potential for growth.

  2. Stock Market Is Less Efficient For Smaller Companies

    We believe the market for smaller company stocks is less efficient as companies have limited institutional research leverage and the universe of investors is smaller.

  3. Focus On High-Quality Businesses

    We focus on companies with high-quality businesses.  Attractive qualities include competitive advantages such as brand or market position, business models with attractive economics, and management that act as owners.

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