At a Glance
Core Investment Strategy
William Allan, LLC is a fundamental investor, and relies largely on using individual securities in its strategies. Mutual funds are rarely used. As a fundamental investor, William Allan, LLC believes there are really just two ways to manage a securities portfolio; for growth or for income . Regardless of the strategy, there are certain investment tenets and management techniques that are the same.
The WA Growth & Income Strategy is managed under two key concepts:
- Portfolio Management; and
- Security Selection
How a portfolio is managed is different from the securities that go into it. William Allan’s portfolio management technique is largely the same no matter what types of securities are being purchased for a portfolio. The securities used in a portfolio are truly what define that strategy. Since William Allan believes strongly in the tried and true principles that have been a part of investing for decades, here are the investment tenets William Allan uses as a portfolio manager. [...]
