Does Girard Partners follow stocks, and who is best suited for purchasing individual stocks?
Yes, we follow and maintain a list of approximately 80 large cap U.S. stocks. We base our research on the fundamentals of each company and utilize a proprietary quantitative system to ascertain fair value for each holding. We then calculate buy-and-sell triggers based on a measure of where the stock trades in relation to fair value. Those who invest in individual stocks should have an asset base that can support the additional diligence, longer return on investment, and potential volatility intrinsic of individual stocks.
