Investment Philosophy


Fallen Angels

Fallen Angels are companies that were once the “darlings” of Wall Street but have fallen out of favor with the investment community, causing their stocks to plummet to unrealistically low levels. We may profile a company if its fundamentals are not permanently impaired and if the stock is selling at a significant discount to what we consider its intrinsic or private market value.

* Past performance is no guarantee of future results. These results are unaudited. All results as of December 14, 2017