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BH Asset Management: Growth Approach

Emphasizing total return on equity investment, we construct a portfolio of companies with high returns on invested capital and superior growth rates within our bottom-up approach to security selection.
Utilizing proprietary search criteria to augment traditional valuation methodologies, a portfolio can be constructed that will not only exhibit a fundamental competitive advantage, but provide sustainable, superior growth. We utilize fundamental analysis seeking companies which exhibit:

• High Returns on Capital
• High Revenue Growth Rate
• Dominant or Disrupting Market Position Relative to Competition
• High Terminal Growth Rate
• Management Interests Aligned with Shareholders

Charles E. Helme, Managing Director
Phone: (203) 987-6227

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