Scholtz
  • Company
    • History
    • Team
  • Individual Investors
    • Services
    • Process
    • Management Fees
    • How to Choose the Best Investment Manager
    • Why Clients Choose Us
    • Client Relationship Summary (Form CRS)
    • FAQ
  • Consultants / Institutions
    • Security Selection
    • FAQ
  • Investment Approach
    • Balanced Strategy
    • All Cap Equity Strategy
    • Income Strategy
    • Small Cap Equity Strategy
    • Tactical Allocation
  • Performance
  • Insights
    • Selected Market Insights
    • Investment Articles
  • Contact
    “Scholtz & Company has geared its investment process toward generating alpha while taking on an appropriate level of risk.”

    Consultants / Institutions

    Scholtz & Company has geared its investment process toward generating alpha while taking on an appropriate level of risk. To achieve this goal, Scholtz & Company employs a variety of methods and techniques which have been utilized by our Portfolio Managers throughout their careers. Below we’ve laid out our basic investment objectives, equity characteristics, and sell discipline used to create our portfolios in simple bullet form.

    Portfolio Objectives

    • Preservation of Capital
    • Portfolio volatility less than the S&P 500 (or appropriate benchmark)
    • Above market growth potential
    • Above market current yield

     

    Stock Portfolio Characteristics

    • Companies that have a superior offering and are thus taking market share
    • Companies in secular growth industries
    • Companies with strong franchises that have high competitive barriers to entry
    • Companies with excellent financial metrics (margins, cash flow conversion, ROIC, strong balance sheet)
    • Companies with a good management team that displays good vision, acts ethically, and treats shareholders well
    • Good relative values:  low P/E, low price to free cash flow, low price to book, high ROIC, and high dividend yield

     

    Sell Discipline

    FUNDAMENTAL SHIFT

    • A thesis altering change in corporate or industry fundamentals that drastically affects the present value of the business model
    • Unethical conduct or suspicion of fraud
    • Credit quality deterioration of fixed income investments

     

    TACTICAL

    • Current price greatly exceeds our estimate of intrinsic value
    • Relative stock strength becomes highly negative

    • Company
    • Individual Investors
    • Consultants / Institutions
    • Investment Approach
    • Performance
    • Insights
    • Contact
    Phone:(203) 714-9900FAX:(203) 588-9032
    107 Elm Street, Four Stamford Plaza, 5Th Floor Stamford, CT 06902
    © Scholtz & Company, LLC
    • Disclosure
    • Privacy Policy
    • New Account Requirements
    Site by Synerge-marketing: Web Design CT