Investment Philosophy

In working with clients, I incorporate a “bottom-up”, fundamental analysis to identify investment opportunities. I will work with you to ensure that your account will be invested primarily in the securities of companies that show strong growth potential, have strong and focused management, solid balance sheets, and a history of proven results. I will frequently – though not exclusively – utilize Davenport’s Research and Asset Management Departments to help identify investments for your account. I will also attempt to manage risk in the account through diversification among individual securities and major market sectors but may overweight a security or sector if I feel like there is a strong conviction about its potential for superior returns.