| Our approach is
predicated on investment fundamentals. At weekly Investment
Policy meetings, the principals of Morse, Williams & Co., Inc.
with the combined experience of many investment cycles, review
and analyze existing and new equity and fixed income investments.
Out of a universe of 3,000 stocks, proprietary algorithms
are applied to percentile rankings of forward expected returns.
Each month the top percentile securities are reviewed for
potential investment, and the lower rankings trigger a potential
weeding out qualitative process.
Companies are analyzed with the objective of identifying
earnings and cash flow growth, vigorous new product activity,
financial strength, and management ability and incentives
in order to confirm our expectations of superior returns over
a 12 to 18 month horizon or longer. Our selections tend to
have above average growth characteristics, at or below market
risks.
All accounts are separately managed
to the client's objectives, risk parameters and special circumstances,
and these goals are codified in our Statement
of Objectives and Guidelines. Results and comparisons
are presented on a quarterly basis and compared to standard
industry benchmarks. The main products we offer are balanced,
large cap growth, all cap and small cap growth. |
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