Investment Management
We offer attentive service and personal counsel, partnering with you to build a collaborative relationship defined by your goals and preferences. As a Registered Investment Advisor and a fiduciary, we analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable investment management plan.
Investment Process
Research is central to our approach at Focus Capital LLC – fundamental, technical and quantitative research. We link fundamental analysis with technical and quantitative analysis to identify equity securities with compelling risk/reward profiles.
Screening and Valuation Tools
Focus Capital LLC uses various quantitative and technical tools to screen a universe of over 5000 stocks. Our quantitative screens rank the stocks in order based on earnings dynamics such as: consistency of earnings growth, earnings acceleration, earnings surprise and earnings revisions.
Fundamental Analysis
In our fundamental analysis, we focus on the nature of a company’s business and the size and growth potential of the industry, its competitive advantages, its ability to be a low cost producer, its marketing and sales capabilities, its attitude toward its customers and employees and its balance sheet and profitability.
Short Portfolio Idea Generation
We identify high relative valuation companies where on the margin revenues and/or earnings are decelerating, where the stock is starting to roll over and break through support levels and where money flows are decidedly negative and, judging by the institutional shareholder list, money flows could stay negative for quite a long time.
Press Coverage
Focus Capital LLC Founder Stefan Cobb was honored in 1997, early in his career, by Gene Walden at Dearborn Financial Publishing. Stefan’s aggressive growth fund at the time “UAM Sirach Special Equity Portfolio” was listed as one of the 100 Best Mutual Funds to own in America.
Let’s Talk
We’re excited to learn about your goals and answer your questions! Contact us to schedule a consultation.