Traditional Growth Strategies

PHILOSOPHY

Attractive investment opportunities may be identified by their technical and fundamental strengths.

We believe that stocks presenting compelling cases for investment under both methods of analysis have greater potential to deliver superior results through stock selection.

STRATEGIES

All Cap Growth (Benchmark: Russell 3000 Growth)
Mid-Large Cap Growth (Benchmark: Russell 1000 Growth)
Small Cap Growth (Benchmark: Russell 2000 Growth)

PROCESS

Our process drives continuous portfolio improvement, resulting in a portfolio of select, technically attractive stocks with superior appreciation potential.

Comprehensive and recurring analysis of investment universe
Proprietary TEXIIM stock screen run weekly
Stocks ranked based on focused quantitative criteria
Hands-on traditional and technical analysis
Information-rich decision-making framework
60-80 target positions

FOCUSED, DISCIPLINED, RESPONSIVE

Schedule a Call

Client Focused and Resourceful

Our Philosophy

1100 Northeast Loop 410, Suite 300
San Antonio, TX
78209
(210) 490-2200

Disclosures