RESEARCHING INVESTMENTS

For Schmitz Capital Partners, our relentless pursuit of enhanced value and the acquisition of relevant information from a variety of sources is a critical step in our analysis of investments and our asset allocation recommendations.

SCP's investment team has years of familiarity with, and experience in, researching and analyzing a wide variety of securities and investment vehicles.  Our research may include one, or all of the following:

INDUSTRY INFORMATION SOURCES

FUND COMPANY VISITS AND FUND MANAGER INTERVIEWS

TECHNICAL & FUNDAMENTAL ANALYSIS/DATA DECODING

DATABASE SCREENING


Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results.

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.

Sector investing may involve a greater degree of risk than investments with a broader diversification and may limit your investment options.