Investment Management
Albion applies a thoughtful blend of company-specific research, macroeconomic analysis, and global trend identification to seek out companies and industries that are most likely to prosper in the years ahead. Our consistent approach includes the discipline and courage to adjust to changing market conditions. We look at our balances in the context of current and future economic environment from two perspectives: return potential and risk exposure.
Over time the only consistent correlation in equity investing is that consistently growing earnings leads to an appreciating stock price. Our equity research is directed toward uncovering those companies where there is a high likelihood of consistent earnings growth. We invest in sufficient stocks to allow for adequate diversification to reduce volatility, yet few enough stocks to be sure client portfolios benefit from our research efforts.
Perhaps the most critical decision we must make on behalf of each client is in regard to his or her overall asset allocation. We regularly review each portfolio's balance of stocks, fixed income and cash. Furthermore, we routinely scrutinize the mix of positions within each asset class.
