How can Campbell & Lee add value?
Our investment approach is often referred to as “growth at a reasonable price” (GARP) and we carry out this style within a portfolio approach. Undervalued stocks with long-term potential growth are targeted for research and potential purchase. In addition, our portfolio approach to investing means that you will have representation in all major market sectors with each portfolio overweighted in those sectors that we believe will perform well in the future and underweighted those that we believe will face challenges. We will add value by limiting portfolio exposure in less attractive areas and then selecting undervalued securities in potentially profitable market sectors. 9. What is portfolio turnover and how does it affect a taxable client Portfolio turnover is an indicator of how often buys and sells are made within the portfolio.Buys and sells are generated as broad goals in particular stocks, industry segments and the market are met. Investment counselors like Campbell & Lee do not p
Our investment approach is often referred to as “growth at a reasonable price” (GARP) and we carry out this style within a portfolio approach. Undervalued stocks with long-term potential growth are targeted for research and potential purchase. In addition, our portfolio approach to investing means that you will have representation in all major market sectors with each portfolio overweighted in those sectors that we believe will perform well in the future and underweighted those that we believe will face challenges. We will add value by limiting portfolio exposure in less attractive areas and then selecting undervalued securities in potentially profitable market sectors. 9.What is portfolio turnover and how does it affect a taxable client Portfolio turnover is an indicator of how often buys and sells are made within the portfolio.Buys and sells are generated as broad goals in particular stocks, industry segments and the market are met. Investment counselors like Campbell & Lee do not pr
Related Questions
- Rateable Value Q: A premises has 50% of their rateable value waived as a charitable organisation. How should the applicant calculate the rateable value of the premises for conversion purposes?
- Is there any value to a Campbells Kids silver-plated fork-and-spoon set?
- Does cheese have the same food value as milk?
