Our goal is to deliver superior returns for investors. Defining “superior returns” is specific to each investor’s objectives and thus we work with our clients to tailor their solution and understand their definition of success. We believe this is the most effective means of ensuring our clients achieve their long term goals.
Our investment approach is team based. All of the Bellwether strategies are guided by our Investment Committee which seeks to invest in high quality, compelling companies that have strong balance sheets with proven sustainable earnings growth.
Our fundamental belief is that growth in corporate profits will eventually lead to share price appreciation.
We produce superior returns by:
- Staying focused on North American equity investments where we have significant expertise, solid information and abundant opportunities.
- Consistently applying Bellwether’s proprietary Disciplined Growth investment process.
- Utilizing our extensive investment and business experience to make sound investment decisions.
Bellwether invests money with three guiding principles:
- Measuring the value of a stock is important, but our focus centres on profit growth.
- Market information is largely noise generated by an emotional response, whether fear or greed. To eliminate emotional decision-making, an investment process must be disciplined and consistently applied.
- Portfolio risk can be effectively managed through diversification and security selection.
Bellwether's "Disciplined Growth" Investment Process
Fundamentally, we believe that increasing profits eventually translate into share price appreciation.
Our process is Disciplined because we apply rigorous quantitative and qualitative methodologies used in the identification and selection of companies that have better than average valuations and balance sheet strength. The companies selected in our process are then combined in the construction of the Bellwether portfolios to ensure overall risk is minimized.
Our process is Growth because we emphasize profit growth, which we invest in at reasonable valuations. Our definition of Growth investing focuses on the long term profitability of a company and applies extensive testing to ensure profits will continue to grow into the future.
- By consistently applying our disciplines, we ensure that our portfolios maintain their superior fundamental characteristics.
- Our process is a conservative approach to measuring the current value of future profitability.
The following diagram displays the Bellwether “Disciplined Growth” investment process and the steps taken to build our portfolios. We have conducted extensive research to develop our proprietary models to screen the 3,200 companies in our universe.
This "Disciplined Growth" investment process enables our Investment Committee to make rational decisions on a consistent basis and avoids an emotional response to media headlines and 24 hour business news broadcasts.
Tailored Financial Solutions
…RESULTS DRIVEN