EQUITY INVESTMENT OVERVIEW

MeadowBrook employs a research-driven investment approach emphasizing:
Strong Fundamentals, Reasonable Value and Portfolio Risk Control
Strong Fundamentals – Fundamental analysis includes the evaluation of a prospective investment’s:
  • Industry growth prospects
  • Competitive position
  • Management strategy
  • Ability to execute
Reasonable Value - Valuation analysis includes:
  • Relative Value
  • Private market value
Risk Control – Portfolio Construction
  • Sector Weightings
  • Stock Selection
               - Investment thesis
               - Critical variables
  • Sell Discipline
               - Value driven sell
               - Fundamental driven sell
Overall Goal: Build a portfolio with above average fundamental characteristics, below average value measures and controlled overall risk exposure.
© MeadowBrook Investment Advisors LLC
17199 N. Laurel Park Drive, #311 Livonia, MI 48152
Phone (734) 953-8688 | FAX (734) 953-9170