Large Cap Equity Investment Philosophy

Objective: Creation of a well diversified portfolio of large capitalization, high quality stocks across all sectors of the domestic economy.

Philosophy: A concentrated portfolio of high quality stocks will outperform a broad portfolio of mixed and lesser quality stocks, such as an index portfolio. Active security selection, resulting from superior investment research will provide consistent returns to investors exceeding those of the S&P stock indices. Control portfolio risk through careful and thoughtful diversification, and constant attention to current data. Preserve liquidity to serve client needs by utilizing only high quality, large capitalization stocks that are freely and actively traded on major exchanges.

Business Standards

Adoption of the Code of Ethics and Standards of Professional Conduct of the Association for Investment Management and Research.

Act with Integrity and Dignity at all times.
Practice financial analysis in a professional and ethical manner.
Act with Competence, and strive to improve the competence of others in the profession.
Exercise independent, professional judgement.

Investment Goals

We strive to maintain a well diversified portfolio of large cap high quality stocks across sectors. We control portfolio risk and maintain liquidity at all times. Utilizing solid fundamental research, we achieve low portfolio turnover. Simply put, Albritton Capital Management provides consistent returns to investors while maintaining a disciplined approach to risk management. Our strategy has consistently outperformed the S&P 500 Index, including each of the last 3 years.