Portland Private Wealth Management Blog

Listen to PodcastWe are bottom-up. That means we start by looking at individual companies and we build our investment themes from there. Initially, we look at company earnings, profitability, cash flow, products and management. We like companies that make money on a consistent basis, the earnings stream grows at a reasonable rate, the management is bullish on their businesses going forward and they have a good history of execution. The ultimate question is what will these company be worth if they execute their business plan, what is the price today and can we make money as investors assuming they are successful. This is called fundamental analysis. The second step is to utilize tools that enable us to purchase securities at opportunistic price points. Some people never pay retail prices because they always hit the sale when they go shopping. That is what we try to do. We like to buy when securities are on sale. The study of price movement is called technical analysis. As we go through this resear