Philosophy
Long-term Investors
Greatmark Investment Partners invests with a long-term view. We do not
chase quarterly performance. We will not sell your holdings and buy new
ones simply because the short-term results are lagging some benchmark.
The investment decisions we make are designed to produce satisfying
long-term results for our investing partners. This results in less trading in
your account, lower trading costs and ideally, more tax-efficient investing.
Concentrated Portfolios
We are not closet indexers turning over a basket of stocks. We are long-term
investors in businesses. We know our companies and buy them for their
long-term potential. Some investment managers hold 75-100 positions in
their portfolios and trade frequently. We invest in our 20-25 best ideas and
typically hold those positions for 4-6 years.
Growth at value prices
We seek to buy great growth companies during the rare times they go on
sale. Sometimes when we buy stocks, they are "unloved" by Wall Street. We
believe we can be most successful buying stocks when others are fearful and
selling them when they are most popular. This requires fortitude on our part
and at times, patience on yours.
Greatmark Investment Partners invests with a long-term view. We do not
chase quarterly performance. We will not sell your holdings and buy new
ones simply because the short-term results are lagging some benchmark.
The investment decisions we make are designed to produce satisfying
long-term results for our investing partners. This results in less trading in
your account, lower trading costs and ideally, more tax-efficient investing.
Concentrated Portfolios
We are not closet indexers turning over a basket of stocks. We are long-term
investors in businesses. We know our companies and buy them for their
long-term potential. Some investment managers hold 75-100 positions in
their portfolios and trade frequently. We invest in our 20-25 best ideas and
typically hold those positions for 4-6 years.
Growth at value prices
We seek to buy great growth companies during the rare times they go on
sale. Sometimes when we buy stocks, they are "unloved" by Wall Street. We
believe we can be most successful buying stocks when others are fearful and
selling them when they are most popular. This requires fortitude on our part
and at times, patience on yours.
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