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Our All Cap Equity accounts are primarily designed for investors who are interested in achieving superior capital appreciation and have lower current income needs. Through the use of quantitative models, Scholtz & Company is able to perform extensive screening through the entire stock market universe. In order to broaden our options, Scholtz & Company’s investment strategy is ALL-CAP CORE, meaning we invest in stocks of all sizes across all sectors. Generally, we seek to invest in companies that meet the following criteria:
- Companies with reasonable to low valuation
- Companies with above average revenue and earnings growth
- Companies with sustainable competitive advantages
- Companies with a track record of exceeding investors expectations
Please refer to the Stock Selection Philosophy page for a more in-depth explanation about our methodology for selecting stocks.
1. The composite investment performance returns reflect the total return including gains, dividends, interest and other income items. Valuations and returns are computed and stated in U.S. Dollars. Trade-date accounting is used throughout. 2. The performance results are presented gross of management fees and custodial fees, but net of all trading commissions. These numbers are all weighted by account size (market value weighted). The client's annual return would be reduced by the percentage fee for each one year period reported. Investment Advisory fees are described in Part II of Scholtz & Company's Form ADV. 3. Scholtz & Company claims compliance with the AIMR Performance Presentation Standards (AIMR-PPS®) within the U.S. The CFA Institute has not been involved with or reviewed Scholtz & Company’s claim of compliance. 4. Ten years of AIMR-compliant performance is available upon request.
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