Stocks
Unrecognized assets or exciting management changes may identify value investments. The common thread is a market price consistent with the company's prospects and the level of values in the general market. Our job is to be aware of the pivotal change within society and the economy and to seize the opportunity on behalf of our clients. Valuation metrics are applied as appropriate against the backdrop of evolving market dynamics.
Our fundamental analysis of potential common stock opportunities starts at the industry or company level. We look for value in common stocks and, as we all know, value may be variously described. We see it in companies with consistently rising earnings or where a new product is leading to vigorous earnings growth. A fundamental change in the company, operating environment or within an industry can create or restore value.
