Our investment approach is a combination of Fundamental Research, Technical Analysis and Risk Management.

We primarily use Fundamental Research (historical track record, current financial condition, and outlook) to determine the “what” to invest in.

We primarily use Technical Analysis (price and volume action) to determine the “when” to buy or sell.

In addition, our investment approach relies heavily on Risk Management.

We use Risk Management to determine the “how much” to invest in each security and to estimate the overall risk of the portfolio.

We do not believe in taking big losses in any particular investment, regardless of how favorable the fundamentals may be.

We do not we believe that you should always be invested in any market, particularly during long downtrends.

We believe that in some situations, the best investment is cash.