Buying for the Long-Term

LongTerm Trend seeks growth over longer time horizons and is a good match for investors who are patient and willing to tolerate periods of volatility. Stock positions will be sold if they become significantly over-valued or if the fundamental picture has considerably changed. Clients with long-term investment horizons (minimum of 5 years) historically benefit from LongTerm Trend. This strategy is an all-stock portfolio that is closely monitored and managed by an in-house team of experienced research analysts.



  • Identifies firms with competitive advantages that may last for years to come
  • Fundamental research conducted by internal team of analysts
  • “Buy and Monitor” philosophy, actively involved in company updates



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