A DIFFERENT INVESTMENT PHILOSOPHY
Common Sense Analysis
Companies capable of growing earnings regardless of economic circumstances are more likely to reward patient shareholders. To perform well over a complete market cycle, companies should demonstrate:
INVESTMENT STYLES
Large Cap Core (LCC) seeks to provide less volatile returns and rising income over a complete market cycle. LCC requires that portfolio companies consistently grow both earnings and dividends. Dividends must be paid to be included in LCC.
Equity seeks to produce superior returns with less volatility over a complete market cycle. Equity requires portfolio companies to consistently grow earnings and dividends, although dividends are not required.
Mid Cap Core (MCC) seeks to produce superior returns with less volatility over a complete market cycle by investing in the equity securities of companies with a market capitalization of less than $20 Billion at time of purchase. MCC requires portfolio companies to consistently grow earnings and dividends, if they are paid.
Ticker: TANDX
For those investors interested in investing in a mutual fund equivalent of our Large Cap Core strategy, we sub-advise the Castle Tandem Fund. For more information, please visit our website here.
For more information, please contact Castle Investment Management at (703) 260-1921. The Castle Tandem Fund is distributed by Rafferty Capital Markets, LLC.