Our time-tested approach considers each factor as part of the investment process. The resulting portfolios are built to stand the test of time.
Fair to undervalued companies based on normalized earnings or asset values.
Strong balance sheet with ready access to the capital markets.
Long-term track record of acting in the best interests of – and returning capital to – shareholders.
Possess competitive advantages – or “moat” – that are difficult to replicate.
Operate in industries with favorable cyclical or structural characteristics, barriers to entry, and/or exposure to demographic
Deliberate management focus on optimizing capital allocation.
For more information on Greenwood Gearhart’s View on Risk, please read this Whitepaper.