Investment Process

We counsel clients to tailor an investment policy appropriate to their unique needs and circumstances.  As a result, each client's asset allocation is based on his or her specific return objective, liquidity preferences and risk tolerance. 

Security selection is based on three factors using our own disciplined stock selection process. 

  • Initially, we emphasize fundamental analysis focusing on forward potential for earnings, free cash flows and financial strength using both primary and secondary research.  
  • Valuation analysis is then utilized to further identify those ideas that appear to be attractively valued.  
  • Finally, our long-term outlook and our assessment of current market trends guide our purchase decisions. 
 
Frequent monitoring of market conditions, portfolio positions and security holdings allows us to effectively track performance relative to expectations.  Company and industry fundamentals are continually evaluated for either secular changes or deterioration in future prospects.  Portfolios are rebalanced to maintain the appropriate investment objective for each client while minimizing portfolio turnover and stressing income tax efficiency.

 

All of the pages and the contents within this web site are for INFORMATIONAL PURPOSES ONLY, and ARE NOT to be construed as investment advice, recommendations, solicitations to buy or sell securities, or specific actions to be taken or acted upon. You hereby acknowledge that any reliance upon any material contained herein shall be AT YOUR SOLE RISK AND RESPONSIBILITY. Lathrop Investment Management Corporation is not responsible for the accuracy, copyright compliance, legality or decency of materials contained in sites linked to or listed within the pages of this web site. Specific advice or recommendations can only be obtained by entering into a bonafide contractual agreement with Lathrop Investment Management Corporation.
Email your questions to
info@limc.com