Special Equities is an aggressive portfolio strategy designed to generate superior long term performance in return for accepting greater short term price volatility. The defining characteristics of the Special Equities strategy are concentration and superior stock selection.

Concentration - By investing in fewer stocks than broadly diversified portfolios we magnify the impact of superior stock selection. Special Equities accounts are invested in only 8-12 stocks at any one time.

Superior Stock Selection - stock selection, the heart of this product, is driven by rigorous fundamental analysis and a disciplined valuation framework. We seek growing companies selling at below average valuations.