Investment Philosophy

“It all depends on what you want”
Developing an investment philosophy is something most successful investors create.   As a fiduciary, developing client specific viewpoint of investing is essential to the decision-making process.
Some key considerations to ask yourself:
  • Why am I investing in the markets?
  • Which investments will help me achieve my goals?
  • How much time do I have to accomplish my goals?
Aristide Partners will develop appropriate investment strategies and create a financial plan based on your specific goals and objectives.
Mr. Aristide’s investment philosophy is one of both value and growth-oriented stock selection.
Growth Strategy:
  • Growth can be defined as a company whose earnings are expected to grow at an above average rate relative to the market.
  • Focus on companies with rates of growth that are above average in earnings and sales. Growth stocks tend to have above market price-to-earnings and price-to-sales ratios, as the rapidly growing sales and earnings justifies a higher than average valuation.
Value Strategy:
  • A company that tends to trade at a lower price relative to its fundamentals (i.e. dividends, earnings, sales, etc.) is considered undervalued. Common characteristics of such stocks include a high dividend yield, low price-to-book ratio and/or low price-to-earnings ratio.
  • Focus on companies with lower than average sales and earnings growth rates. Holdings generally feature stocks with lower price-to-earnings and price-to-book ratios. Stocks generally have higher dividend yields.