Investment Strategy

Mid Cap Focus

We believe mid cap companies are attractive for four reasons:

  • Values – they generally reflect biblical values more than large cap companies since many higher profile large companies have submitted to anti-biblical media, society, and world pressures
  • Age – they are usually younger, but still seasoned; they often reflect the more biblical values of their entrepreneur founders
  • Growth – they often grow faster since they are generally in earlier phases of their life cycles and they are usually more focused than large companies
  • Tested – they usually have longer track records, more proven products and better procedures than small companies

This mid cap focus also reflects our business judgment that many investors, their advisors, and advocates of modern portfolio theory desire a clear style focus within the nine growth/value and market cap style boxes.

Value
Blend
Growth
 
      Large
MID CAP FOCUS
Mid
      Small

We do not expect to focus on any one of the three mid cap styles. We will look for mid cap companies that reflect biblical values and have good investment merit.