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FCM Core Equity Portfolio (FCM) | |
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FCM Balanced Portfolio (FCM Balanced) |
Our investment strategy reflects a solid balance of diversification and opportunistic bargain hunting, which, in concert, give you more consistent returns - even in unpredictable markets.
The four categories of managed client investments
Over the years, our experience and our proprietary research have allowed us to gather unique insights into the marketplace and to put what we've learned to work for our clients. We strongly believe that:
- Financial markets are usually efficient; however, occasionally great bargains can be found. We've all witnessed periodic irrational investment behavior from institutional and individual investors - (the dot.com bubble is one such example). When this behavior is coupled with Wall Street's herd mentality, opportunities arise. And when they do, we'll be there.
- During times of economic acceleration or deceleration, certain stock market sectors can provide excess returns with less risk.
- Changing market conditions often make old investing rules obsolete and create new sets of rules that investors are slow to recognize.
- Conventional investment results are generated by conventional investment behavior. We strive for superior rather than conventional results.
FCM Core Equity Portfolio (FCM)
The FCM Core Equity Portfolio invests in a combination of concentrated individual equity positions (40-60%), exchange-traded sector funds (0-40%), and style-specific mutual funds (0-40%). We focus on buying quality businesses when they have fallen out of favor and can be purchased at prices with very little downside risk and large upside potential. Read More >
FCM Balanced Portfolio (FCM Balanced)
The FCM Balanced Portfolio is a combination of our FCM Core Equity Portfolio (60%) and the remainder invested in high quality taxable and/or tax exempt bonds and bond funds which provide cash flow and portfolio stability. Read More >