Our portfolios invest in both equity
and fixed income securities depending upon the specific
needs of our clients. Selected characteristics of our
equity portfolios are given below.
- Diverse Holdings: We will purchase
equity securities in a broad array of industries,
both domestically and internationally, of varying
size that meet our stringent criteria.
- Concentrated Holdings: Our portfolios
will typically hold less than 30 equity positions
at any given point in time and may own significantly
fewer equity positions based upon our analysis.
- Low Turnover: Lountzis Asset Management,
LLC’s focus is maximizing long-term after tax
returns and consistent with this objective, securities
will typically be held for several years, providing
for the deferral of taxes on appreciation, allowing
for higher compound rate of return.
- Primary Field-Based Research: Our
field research will supplement and enhance our understanding
of the company’s core financial characteristics
and the fundamentals of the industry in which it operates.
This research may include interviews with customers,
competitors, suppliers, consultants and others, including
management, in order to further enhance our knowledge
of each company and its industry in our portfolio,
leading to greater clarity and conviction in our investment