Contact Us  
 
Home
How We Add Value
The Princeton Capital Management Investment Process
Princeton Capital Management Clients
About Princeton Capital Management
Princeton Capital Management Marketing
Contact Princeton Capital Management
Disclosures

PrinCap Retirement
A service offered to
retirement plan sponsors

Our goal is to provide superior risk-adjusted returns appropriate to each of the investment strategies we offer:

Core Equity – details...
 

A conservative strategy designed to serve as the foundation for most investors’ portfolios; offered through separately managed accounts

  • Objective – out performance versus a general market benchmark over a market cycle plus downside protection
  • Investor profile –  seeks returns that are less volatile than the market, without giving up the opportunity for excess return versus the standard benchmark over a typical market cycle of three to five years
  • Universe – highly liquid, US exchange-traded equities
    • Emphasis on companies with little or no enterprise risk favors established, mid-to-large capitalization names
    • Dual performance objective leads to a blend of growth and dividend-paying equities
  • Critical stock selection factor – valuation relative to perceived opportunity
  • Portfolio characteristics:
    • Focused portfolio of 20 to 35 positions
    • Position weightings typically 3 - 7%
    • Diversified across 6 or more economic sectors
    • Growth bias with S&P 500 or better yield
    • Annual turnover typically 20 – 40%
  • Downloadable Reports:
 
Growth Equity – details...
 

An unconstrained strategy seeking investment opportunities across the entire stock market; offered through separately managed accounts

  • Objective – superior, long-term returns investing in primarily US-based companies with significant prospects for growth over the next three to five years
  • Investor profile –  seeks superior long-term returns with less concern for interim volatility
  • Universe – primarily US exchange-traded equities
    • Innovative companies that are both well-managed and well-positioned to leverage demographic and secular trends
    • Established companies as well as fast growing, young and dynamic businesses
    • No market capitalization or industry bias
  • Critical stock selection factor – sustainability of growth attributes
  • Portfolio characteristics:
    • Focused portfolio of 20 to 35 positions
    • Position weightings typically 3 - 7%
    • Diversified across 6 or more economic sectors
    • Growth bias
    • Annual turnover typically 20 – 40%
  • Downloadable Reports:
 
Sector Select – details...
 

An unconstrained strategy, limited to 10-20 stocks, seeking investment opportunities across the entire stock market; offered through separately managed accounts.

  • Objective – above average capital appreciation through a concentrated portfolio of US equities focused on the faster growing sectors of the economy
  • Investor profile –  seeks superior long-term returns with less concern for interim volatility
  • Universe
    • primarily US exchange-traded equities
    • Innovative companies that are both well-managed and well-positioned to leverage demographic and secular trends
    • Established companies as well as fast growing, young and dynamic businesses
    • No market capitalization or industry bias
  • Critical stock selection factor – sustainability of relative growth attributes in different economic environments
  • Portfolio characteristics:
    • Focused portfolio of 10 to 20 positions
    • Position weightings typically 5-10
    • Diversified across 6 or more economic sectors
    • Growth bias
    • Annual turnover typically 25-75%
  • Downloadable Reports:
Young Enterprise Shares™ (YES) – details...
 

An aggressive equity strategy reflecting our view of tomorrow

  • Objective – superior growth of principal through equity investments in young and entrepreneurial companies
  • Investor profile –  seeks maximum return potential and has a corresponding high tolerance for volatility; typically allocates to YES as a complement to a more conservative, core allocation
  • Universe
    • Innovative young intellectually property rich/scientifically driven companies with secure proprietary products and/or disruptive technologies
    • Emphasis on aggressive growth favors small- and micro-capitalization companies
  • Critical stock selection factor – the potential to deliver significant value recognition
  • Portfolio characteristics:
    • Focused portfolio of 20 to 35 positions
    • Position weightings typically 3 - 7%
    • Growth focus
    • Annual turnover typically 10 – 30%
  • Downloadable Reports:
 
   
 
Perspective · Perseverance · Patience · Performance