Performance
Adding Value Through Stock Selection and Low Volatility: Over the past ten years our strategy of selecting stocks to maximize performance and reduce volatility has been successful. We use no Wall Street research or economic forecasts, so how have we been able to beat the Street Indexes and most professional money managers? The following information helps explain and illustrate our competitive edge.
Returns/Statistical Analysis: *Source:
Informa Investment Solutions
High Income MLP's (Income &
Growth)
SP500/Select (Large Cap Growth)
DowJones/Select (Mega Cap Core)
We report our results each month to many
"emerging manager" databases (Wilshire Odyssey, Altura
Capital) as well as others such as Informa (PSN), eVestment
Alliance, Morningstar, and Money Manager Review.
Money Manager Rankings:
Money Manager Review
. . . 1Q2010 4Q2009 3Q2009 1Q2009
4Q2008
3Q2008
1Q2007
Quarterly Newsletter:
2010
2009
2008
2007
2006
