Research

We undertake the reposonsibility of researching individual securities, building and managing the investment portfolio, and providing on-going oversight and due diligence for each portfolio holding.

Our process of research begins with limiting the investment universe by screening for only those companies that:

• Operate a business we understand in an industry that we believe has strong future growth opportunity
• Have long operating histories
• Consistently return cash to shareholders through dividends
• Consistently increase their dividends to shareholders
• Have a strong balance sheet with reasonable to low debt and investment grade credit ratings
• Consistently generate strong earnings and cash flow
• Have a stock price reasonably valued relative to their future earning prospects