Our research driven process seeks to uncover compelling opportunities in the stocks of high-quality companies with strong balance sheets, competitive solutions, and large addressable markets.
Seeks to outperform the S&P 500 Index on a risk-adjusted basis over a full market cycle. The strategy aims to achieve superior long-term appreciation through rigorous stock selection based upon proprietary fundamental analysis combined with a top-down approach to portfolio construction.
1919 Investment Counsel’s research team strives to identify companies across the market cap spectrum with superior characteristics including:
Solid long-term earnings growth
High sustainable profitability
Quality management
Sound capital structure
Strong cash flows
Reasonable valuation
The investment universe includes both U.S. stocks and ADRs with market capitalizations above $1 billion.
All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.