Stock Selection Disciplines
Two fundamental approaches drive our continuing search for investment opportunities. The first seeks to identify fundamentally solid companies with solid net tangible assets and low debt that are trading near or below their value. The second targets typically smaller companies that are in their developmental stage. In addition we engage in hedging strategies to be better positioned for the protection of our clients’ capital in the case of downward markets.
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Our Value Selection Discipline aims to identify companies with low debt, positive trending shareholder value, and strong tangible value compared to market price. The process begins with a review and proprietary screening of over 10,000 issues from the United States and Canada. The intent is to identify two types of investment opportunities: fundamentally solid companies trading below their intrinsic value and what we consider Growth at Reasonable Price (GARP) opportunities, where we add a conservative estimate of future earnings to our evaluation process. |
Our Discovery Selection Discipline targets companies whose success will be driven by scientific and discovery breakthroughs. Our primary focus is on early and developmental stage minerals exploration sectors, as well as the medical and pharmaceutical sectors. The key factors in our investment decisions are the real and intellectual property of the companies combined with the magnitude of anticipated future value. |
