Arbor Capital Management, Inc.


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Special Situations

PORTFOLIO OFFERINGS & INVESTMENT PHILOSOPHY

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

SPECIAL SITUATIONS PORTFOLIO

Arbor Capital Management’s Special Situations Portfolio (SSP) is designed to take advantage of a variety of opportunities offering high annualized returns, including merger arbitrage and corporate turnarounds. With a focus on risk reduction and a low correlation to the broader stock market, Arbor’s SSP strategy offers our clients an additional level of long-term investment risk diversification. If you would like to learn more about this worthwhile investment strategy, please ask for a copy of our full SSP brochure.