The Equity Growth Policy is the structure and process by which RM+P manages stock portfolios. Companies are not numbers in a newspaper or mobile app but rather publicly traded organizations of people endeavoring to provide goods and services to individuals, other corporations, and government entities. Owning a profitable, successful company is a proven way to build long-term wealth, contributing to the welfare of the owner(s) and society. For our clients, this ownership is represented by diversified portfolios of high-quality common stocks.
Benjamin Graham, the author of Security Analysis, became one of the most influential investment practitioners of modern times; Warren Buffett is famously a product of his tutelage. In a nutshell, Graham’s focus was on the quantitative and qualitative aspects of investing. Our process utilizes a proprietary model and algorithm incorporating fundamentals and valuation. In other words, our policy is based on facts regarding earnings, capitalization, assets, dividends, and more plus our assessment of the pricing of the fundamentals.
“Investing is a long-term commitment. We stay true to the fundamentals and run the marathon accordingly.”