Sector Rotation
Investor

Multi - Strategy
Investor

 
We use our advanced technology to find the most promising market sectors. Our experienced professional managers find great stocks. We do it all with the personal service and commitment you would expect from a small and growing firm.

The Great Stocks Program is a managed portfolio of long term equity investments in companies selected for superior business qualities.

Great companies…

Great management…

Great value.

Each stock is analyzed to determine the greatest present value compared to the future value.

The Felix approach is cautious. It is out of the market when there is any significant danger. Over the seven-year test period the system gained 190% before costs. Much of the advantage came from avoiding the 2008 decline.

More

The Oscar approach is opportunistic. It leaves the market when things are bad, but is always looking for a re-entry point. Oscar is in the market 85% of the time.

 
The material contained in this website is for your private information and is not a solicitation. Results may not have been audited yet and should not be relied upon as such. Past performance is not an indication of future performance. Please read our disclaimer.