Our Equity Investment Strategy
Invest in Global-Growth Businesses-We believe that over time, owning high-quality growth businesses is the essential building block of long-term wealth creation. As such, the main focus of our investment research is to identify companies with sustainable, above average earnings growth and a unique business franchise. These businesses are leaders in their industry, with a clear mission and value-added focus. Furthermore, we manage our client's portfolios - and ours - with a true long term perspective, as our portfolio turnover averages are generally less than 20%, per year.
This, we believe allows our clients to be positioned for an above average return with below average risk. This is our only goal.
A Commitment to Research - The main focus of our investment research is to identify companies with a product or products that will provide future earnings growth of 10-25% per year. We are product oriented and conduct intensive fundamental research to find superior investment opportunities.
We seek high quality, well managed growth companies that possess the following characteristics:
- Product Dominance - Basic, simple products. Companies with a focused objective and a proven record of success.
- Highly profitable business
- High Return on Equity (ROE)
- Strong Balance Sheets
- Consistent, above average earnings growth; companies that are highly profitable and growing, regardless of the overall economic conditions.
- A multi-national presence; in this respect J.W. Burns & Company seeks companies expanding into the ever shrinking world, offering products and services growing in demand and market share internationally.
- Highly regarded competent management team.
- Look to purchase at favorable prices.
J.W. Burns & Company believes that securities with these characteristics should produce superior long term results.
Copyright 2007 J.W. Burns & Company