Yellowstone OpportunityValue with reasonable growth opportunity, mostly mid/large-cap, diversified holdings
The Yellowstone Opportunity strategy uses a disciplined approach to portfolio management that employs fundamental characteristics of both value and growth investing. Our selection process begins by looking at a universe of primarily U.S. listed companies with mid to large market capitalization and exposure to global economic growth. We apply quantitative and analytical concepts to further establish investable ideas. Our focus is on companies that have consistent earnings growth above market levels. We tend to exclude companies with high valuations and we maintain a high level of price sensitivity while avoiding extremes in both growth and value investing.