We strive, through a highly disciplined approach, to identify those companies that maintain a dominant franchise in the markets in which they participate. Companies are screened on the basis of traditional fundamental research and analysis. During our research we put particular emphasis on:
- Quality of earnings
- Strength of the balance sheet
- Dominance in their market
- Management experience and record of success
- Specific financial ratios
During this process we seek to identify healthy, prosperous companies that are potential investment options for our client’s portfolios.
In some client accounts, we use mutual funds and/or exchange traded funds to create a diversified portfolio of equity and fixed income strategies. The same rigorous research process is used to identify an appropriate allocation.
Once an investment candidate has been selected, the research team conducts an extensive analysis of the company and its competitors to determine if it’s meets our stringent criteria. We use many resources to conduct our research including, but not limited to:
- Annual reports
- Public filings
- Various financial & industry publications
- On-site company visits and discussions with management
- Financial data prepared by leading domestic and international investment firms
Through our research process, R.H. Bluestein & Company is able to unearth investments that will help our client’s meet their investment objectives.
…we seek to identify healthy, prosperous companies that are potential investment options for our client’s portfolios.
We believe in setting a long term investment strategy to meet the stated objectives. However, given the volatility that the markets experience from time to time, we may employ a variety of short term strategies in order to optimize returns. If approved by the client, R.H. Bluestein can perform higher-risk transactions such as:
- Trading positions
- Hedging techniques which include covered and uncovered option writing
- Margin transactions
- Short selling
We work with each client to create a strategy that fits their specific investment objective using many of the techniques above.