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Our intent is to combine the best of established techniques with new products and approaches. We've always been strong believers in rigorous fundamental analysis and on remaining ahead of the curve.

SELL DISCIPLINE

  • We carefully monitor a stock's fundamentals for erosion.
  • We are not impacted by short term volatility.
  • We weigh investment policy against capital preservation and risk tolerance, and may sell against that backdrop. We're sensitive to the mandate we're given.

BUY DISCIPLINE

  • We follow 1500 S&P stocks, and 125 industry groups.
  • We look for leaders in these various industries and employ proprietary valuation methods to determine the attractiveness of these companies.
  • We buy stocks we believe have the greatest potential for capital gain over the long term.

Sentinel has always been independent in its analysis and focused on the long term.

 
   
 
 
History | Philosophy | Process | Portfolio Management | Why Sentinel | Contact | Home