Geneva invests in high-quality, stocks with a proven and consistent record of growth. Geneva’s goal is to outperform the relevant index over a five year period, while maintaining a risk profile at or below the index's level.
Geneva’s philosophy focuses on the search for relatively undiscovered high-quality companies with superior management, leadership positions within their industries, and healthy historical and projected earnings growth. Geneva's objective is to find those companies which perform so well, the portfolio can hold the stocks for long periods of time, occasionally trimming the size of the position to take profits and maintain diversification. The Investment Strategy Group establishes extensive management and analyst contacts, and uses a proprietary valuation model that adds discipline to the investment process.
Geneva’s top-down, bottom-up process gives the company a unique time-tested approach to investing. Geneva invests in high-quality, growth securities with consistent and above average, revenue and earnings growth rates, and believes this philosophy will be successful in the future. Geneva is investment, not trading oriented. Their ability to identify high-quality companies, with superior business models, has resulted in very low turnover within the portfolio, coupled with above average absolute, as well as risk-adjusted, returns.
