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+ 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+ 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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