Institutional-Level Money Management for Individuals

We seek growth companies at a reasonable price.  We are a leading expert on quantifying growth potential of individual companies which gives us a competitive edge in knowing what to buy and when to sell.  The objective is to achieve significant alpha and better risk attributes over a 3-5 year horizon, through Separately Managed Accounts.

 

Specialties

  • Equities: U.S. Small-Midcap Growth; U.S. Large-Cap Growth; Mega-Cap  Core.

  • Master Limited Partnerships (MLPs): High "tax-deferred" income and growth through energy MLPs.

Methodology

The starting point to determine any business's growth potential is its employment of capital, which is first reflected on its balance sheet.  Academic studies show that certain balance sheet items have predictive qualities related to a change in a company‚Äôs internal growth potential and that the market is slow to react, thus creating a mispricing anomaly.  To capture this anomaly we apply a sophisticated accounting-based algorithm whose change serves as a proxy for a change in the price of a company's stock, thus giving us a competitive edge in the buy/sell decision process.  To manage risk we combine this measurement of growth potential with a bottom-up fundamental analysis to select only companies that are profitable, financially strong and have positive cash flow. The result is a hybrid form of portfolio management that combines a quantitative marker with fundamental analysis to create a new pathway to alpha, one which generates a consistent and timeless source of returns for us and our clients

Furthermore, because internal growth potential is less volatile than expectations of future value, these returns are achieved with a low standard deviation when compared to a benchmark index. These two factors, excess returns and low volatility, are the keys to building wealth over time.

Beacon Street Capital, LLC | 3350 Riverwood Parkway | Suite 1900 - PMB1941 | Atlanta, GA 30339

Main Line: 770-984-5433 | Terry Burke: 770-951-8828 | Herron Weems: 404-874-2090