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OBJECTIVE |
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The
basis of the Alpha Partners, LLC's Large Cap Growth Equity
philosophy is the belief that returns can be maximized and
risks minimized by investing in the shares of quality companies
that possess the potential for consistent, above-average
growth in earnings. The primary focus of our equity selections
is on domestic companies with a minimum market capitalization
of $8 billion at time of purchase (at least 75 percent).
We also have the latitude of including securities that fall
within the capitalization range of our comparative benchmark.
This approach represents a disciplined, focused approach
to investing that emphasizes adding value through stock selection
and sector weight considerations. Characteristics that we
consider in our equity selection include the following: |
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| Earnings
Growth |
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Relative
Strength |
| We
screen for companies whose historical
and anticipated earnings growth exceed
the market. |
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We
focus on companies whose relative measure
of stock price momentum is greater than that of the market. |
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| Financial Stability |
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Valuation |
| We look
for companies whose relative measures
of financial stability signal solid prospects
for longer term growth. |
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We are willing
to pay a premium for a stock's
long-term growth prospects. |
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