Investment Portfolio
Objective
Seek capital appreciation.
Research and Strategy
We normally invest in common stocks of domestic issuers that we believe offer the potential for above-average growth. Growth may be measured by factors such as earnings or revenue. We use fundamental analysis of each issuer’s financial condition and industry position and market and economic conditions to select investments. We use analyst reports provided by Morningstar and Fidelity Investments to make our decisions.
Other Investments
We also manage multiple investments in real estate and properties in Guam and the Phillipines.