Investment Strategies

Equity Strategy Overview
Core Growth Strategy
Focus Strategy
Equity Enhanced ETF Model

Focus Strategy

Objectives: Our primary goal is long-term capital appreciation. Long-term income growth is a secondary objective.

Strategy: The Focus Portfolio is a subset of the Core Portfolio. It is of our top 10 to 15 investment ideas with the most promising 12 to 18-month risk-adjusted return potential. The typical Focus Portfolio position size ranges between 5% and 20%. Investments are held as long as the valuation is supported by our appraisal of the company's fundamentals. Sector diversification is not a part of the strategy.

The Focus Strategy is Appropriate for: Risk-tolerant institutions, foundations and individuals seeking exposure to our top investment ideas.

Focus Strategy Top Holdings (12/31/07):

Company Name
Accenture Ltd.
Amgen, Inc.
Cisco Systems, Inc.
Network Appliance, Inc.
Paychex, Inc.

Investment Strategies

Equity Strategy OverviewCore Growth StrategyFocus StrategyEquity Enhanced ETF Model

Also View Our:Core Growth StrategyEquity Enhanced ETF Model

Equity Strategy Overview
Core Growth Strategy
Focus Strategy
Equity Enhanced ETF Model

Also View Our:
Core Growth Strategy
Equity Enhanced ETF Model