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First hand analysis with senior company management, on a one-to-one basis,
is critical to our fundamental investment approach. We
focus on
examining the salient factors of a company's business strategies
and finances. Our investment evaluations are price blind as we focus
on purchasing companies with excellent management and reorganization
skills and with products and services that have a proprietary thrust.
The breadth of our fundamental analysis includes both in-house
and outside research as well as multiple sources of macro-economic
and market data in the evaluation of the major trends in domestic
and world markets.Fundamental evaluation of companies is supplemented with thorough technical analysis developed over years of experience. We believe that successful long term investing requires a disciplined and consistant methodology that includes focused fundamental and technical analysis, diligent monitoring and extensive experience. These are the milestones of Mahler & Emerson's approach to asset management.
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