Our stock objective is to outperform the Standard and Poor’s 500 Index. We use a disciplined approach to equity management. By utilizing fundamental analysis, the firm looks for quality companies that have a compelling relationship between their growth rate and their price/earnings ratio.
Gross Investments specializes in smaller companies that are not closely followed by Wall Street. These companies are purchased at great valuations and offer superior returns when they are discovered by Wall Street. The portfolios will rotate through industries and sectors as valuations change. The key to this approach is finding good companies at good prices, and then selling these stocks when they become overvalued.
One of the biggest advantages offered by Gross Investment’s management style is the focus on long-term results. Too many managers and funds focus on the short-term. This increases trading and tax costs. The long-term investor benefits from both lower taxes and the long-term positive trend of the stock market.
Gross Investments runs many of its stock portfolios in concert with a bond portfolio. The allocation between these two portfolios is determined based on your investment objectives.