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GPM stock portfolios seek long-term growth in portfolio value using a flexible strategy that blends concentrated risk with broader market diversification. Client accounts are actively managed on a discretionary basis and typically invested in 20-30 individual stocks for concentrated risk in businesses that we think are attractive. We add ETFs and mutual funds to broaden diversification in the market generally or among sectors, regions and countries that we like. This strategy is straightforward and effective. Our stock buy list is comprised of companies that are thoroughly researched by GPM and perceived to be substantially undervalued relative to their growth prospects, profits and cash flow. Stock mutual funds and ETFs are selected by GPM after careful, independent research. Among other factors, we evaluate the manager’s investment philosophy, distinct style of stock investing and performance. For defensive reasons, classic growth accounts may also own corporate and government bonds.
Our analysts follow securities and companies on their assignment lists closely and provide timely updates and recommendations to other GPM team members. GPMStock, our proprietary database, tracks about 5,500 stocks, ETF's, closed-end funds and indices. We monitor markets, screen our data and evaluate opportunities in an efficient and disciplined manner. Our stock focus list is normally comprised of 150 to 200 companies.
The stocks listed above are broadly owned in GPM's Long-Term Growth and Balanced Accounts. It should not be implied or assumed however, that every client account will own every stock on this list. Most accounts do own every stock, while other accounts own some or most stocks shown. Factors that affect inclusion are inception date, size, objective and other variables specific to a particular account.