The Intelligent Growth style invests in companies, not just their stock. We seek out companies whose fundamentals set them apart as excellent growth prospects. Companies selected for this style are generally small companies with market values less than $2 billion. Some mid-sized companies that meet the investment criteria are also included.
Companies targeted for our Intelligent Growth portfolios are forecasted to grow at 20% or more annually.
We buy stocks intending to hold them for three to five years. This allows firms to mature and be "discovered," giving our portfolios the benefits of long-term price appreciation, while at the same time minimizing taxes and transaction costs.
Our portfolios remain fully invested, leaving minimal cash held in portfolios. The practice of leaving cash in a portfolio to be able to "time the market" is often unsuccessful and therefore not practiced at Ulland Investment Advisors.
We seek to provide greater risk protection than the average small-cap growth investment advisor. We limit the size of positions within a portfolio, establish firm buy and sell guidelines and avoid industries known for their high cyclicality or failure rate. Even with risk controls, these portfolios are more volatile than the market in general.
Investment Styles
