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PORTFOLIO
OFFERINGS
&
INVESTMENT
PHILOSOPHY
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DIVERSIFIED PORTFOLIO
Arbor Capital Management’s Diversified
Portfolios are uniquely structured to meet the specific needs, goals,
and values of each of our clients. We follow strict value-oriented
criteria, while identifying industry-leading companies capable of
providing investment returns in excess of the general market. Final
investment selections are based on intensive fundamental research of
individual companies. From our select list of individual companies
representing the best rate-of-return prospects, we construct an
investment portfolio matched appropriately to the risk tolerance
of each client account.
Investment Selection Process
- Comprehensively screen major industry sectors to monitor valuation
levels within and across sectors
- Identify the prevailing trends and cycles in the broader economy and within specific sectors
- Employ focused research on the potential of specific leading companies within attractive sectors
- Determine the fair value to be paid for a
company's current financial position and future earnings potential
Portfolio Management Strategies
- Pay a fair price for the growth potential of the
company and exercise patience as that value emerges
- Monitor the company's performance against
initial expectations
- Diversify each client portfolio to match the
appropriate risk/reward criteria
- Sell when a company's performance and current share price indicate the
expected future rate-of-return is below desired levels
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