Global Investment Management:

We believe that great investment opportunities can be found anywhere in the world. Therefore, our research has no geographic boundaries. Our universe of potential companies exceeds 9000 and covers 32 countries, 10 sectors, and 60 industry groups. The list includes the S&P 500 and Russell 2000 index of small companies.

Academic studies have proven that over 60% of a company’s stock price movement is correlated to the general movement of its economic sector and industry group. Therefore, it is essential to invest in strong and rising sectors and industries. Our research divides stock markets into 10 economic sectors and 60 industry groups. Each sector and industry group is analyzed, and only those determined to be attractive are considered for purchase.

Over the years, our research has identified a number of fundamental characteristics that lead to long-term, above average stock performance. These criteria include a company’s balance sheet strength, cash flow, profit growth and market share dominance. We endeavor to pay a reasonable price for the companies that fit our stringent criteria and accomplish this by correlating stock price valuation with profit growth.

In an effort to isolate great companies, we screen our entire global universe using a proprietary in-house software model that measures each company in terms of our criteria. Only the top 150 companies are considered for purchase and each is arranged by its respective economic sector and industry group. Those companies in declining industry groups are removed from consideration, further reducing our list.

The final phase of our stock selection involves our own “hands on” research as well as input from our Research Partners. The result of this extensive process yields a short list of companies that we believe are of high quality and possess superior fundamentals and management. Moreover, the final list of companies represents a number of strong industry groups from various countries and multiple market capitalizations.

Since we serve a limited number of clients and manage each client’s portfolio separately, we can personally tailor your portfolio to include socially responsible screening, based on criteria you provide us. This process leverages some of what is, in our opinion, today’s best technology and research in the field of socially responsible investing. This screening can be employed on just a portion of your investments or your entire portfolio.

To ensure the continued quality of your investments, we monitor each position daily and review each client portfolio weekly. In addition, we repeat our screening process weekly. We sell stocks for a number of reasons, including: a company no longer meets our criteria; the economy changes; the sector or industry deteriorates; the price exceeds profit growth; or there is a change in management. Additionally, our Active Risk Management (ARM) may initiate the sale of a company due to deteriorating fundamentals.