Security Selection Process

In determining the categories in which to invest, we look at the sector and determine the leaders. We seek out securities with strong management, consistent earnings growth, a history of increasing dividends, a strong balance sheet and value.

Our research is on-going and global. We track many sectors and securities on our watch list. From within that group of securities, we focus on the investment opportunities that we feel are the best, and select from them our Core Portfolio List.