The Two Point investment approach : value + quality

The Two Point Investment Approach is based on the synergy created when the concepts of value and quality are both applied to investing in stocks.

To qualify for a Two Point Portfolio, companies must have the qualities most relevant to long-term growth—qualities recognized and rewarded over time by investors—and be selling at a price below their current value.

An inclusive approach to opportunity

Ours is a broad approach, designed to be robust yet flexible enough to be effective in a variety of market and economic conditions. The approach incorporates a careful and detailed analysis of the myriad factors that determine a company's quality and value.

This approach avails us of a broad range of opportunities, and does not limit us to the strict style biases found in investment firms dedicated to investing only on the basis of growth, or momentum, or value, or high quality.

In our search for investment opportunities, we consider companies in all industries, and companies considered to be small, medium, or large capitalization.

As a result of our broad approach—including a balance of industries and market capitalizations—and our long-term focus, we believe that the benchmark most appropriate to our performance is a full market cycle of the Russell 3000 Index.

Focused on individual companies

We apply this approach in a “bottoms-up” or company-specific way, analyzing each potential investment individually. We assess the relationship between each stock's value and quality as we make determinations about whether to include it in client portfolios.

Continuous improvement

Once a stock has been added to the portfolio, we continuously evaluate its value/quality relationship. Although any stock in the portfolio is one we would be comfortable holding for the long term, we do not hesitate to replace it with a stock with a superior value/quality relationship.

We also maintain a steady assessment of the entire portfolio to keep an optimum relationship between value and quality.

We invite your inquiry and an exploratory discussion about how the Two Point Investment Approach may align with your financial goals. Please contact us.