After a thorough
review of each Client’s objectives,
return expectations, income needs and risk tolerances,
PCM will recommend an individually tailored equity or
balanced portfolio. For those electing to invest
in equities, PCM chooses a number of companies from its
Focus List. All small cap stocks have been selected
for their ability to substantially outperform the market
indexes over a period of time, usually within three to
five years.
Companies on the Focus List are researched
by PCM managers and its outside scientific advisors. In
nearly all cases before Princeton Capital Management
invests in a company, our team will visit these companies
and will continue to have meetings with the senior management
on a regular basis. Analysis of companies whose
stocks are in our YES portfolio requires additional inter-disciplinary
knowledge and skills.
We
believe the depth of our research and the industry knowledge derived
from our
experience and from that of our advisors has enabled
us to consistently outperform the recognized indexes.
