Investment Management

We offer a number of investment strategies, either fundamentally driven or technically driven, that span the spectrum of reward/risk outcomes for marketable equity securities.

We offer six fundamentally driven strategies:



  • Core Equity– a conservative strategy designed to deliver both outperformance and downside protection through an investment approach that favors the stocks of mid-to-large capitalization companies

  • Growth Equity – an unconstrained strategy seeking investment opportunities across the entire stock market

  • Sector Select – an unconstrained strategy, limited to 10-20 stocks, seeking investment opportunities in different economic environments across the entire stock market.

  • Young Enterprise Shares™ (YES) – an aggressive strategy seeking maximum returns through investments in primarily small- and micro-capitalization companies that are positioned to capitalize on tomorrow’s trends.

  • Growth at a reasonable price (GARP) – an unconstrained strategy, seeking investment opportunities in securities where above average growth can be identified at a reasonable valuation across the entire stock market

  • Sustainable Investing: Investing in companies that are committed to sustainable business models, that nurture the earth and treat people well, is a worldwide movement that is gathering strength in the United States. We have a particular emphasis on sustainable investing due to a contract with UNGSII.

Each strategy has a distinct reward and risk goal, yet all six share a common investment approach centered around an analytical framework focused on assessments of trends, business models and valuation.

 

We also offer two technically driven strategies

  • Global Tactical Asset Allocation (GTAA) – a quantitative research and investment strategy utilizing relative strength, trend, and price analysis to highlight favorable investment opportunities among six broad asset classes: U.S. Equities, International Equities, Fixed income, Commodities, Currencies, and Cash. 

  • Tactical Sector Allocation (TSA) – a quantitative research and investment strategy utilizing relative strength, trend, and price analysis to highlight favorable investment opportunities among the U.S. equity sectors with the most favorable demand characteristics.

We manage portfolios for both private and institutional clients, who engage us directly or through their wealth advisor’s external manager program. In either case, transparency and the free flow of communication are the hallmarks of every relationship.

We welcome your interest in Princeton Capital Management and encourage you to learn more about us.