Focused Equity Strategy

For Clients Seeking Long-Term Capital Appreciation in a Globally Diversified Portfolio of High Quality Equities

McIntyre, Freedman & Flynn has established a solid record, managing portfolios of high quality equities.  We carefully select companies based on quality of management, financial strength, competitive advantages and attractive future prospects.  The approach is traditional and fundamental.  Portfolios are invested in well-established, publicly traded businesses not just pieces of paper.

Our Focused Equity Portfolio is internationally diversified in established markets and normally 100% in equities.  The objective is long-term capital appreciation with no more than reasonable business risks.  While equity markets can be volatile we believe that focusing on the underlying business reduces risk in the long run.

The equities in our Focused Equity Portfolios are high quality stocks of blue chip companies in both the U.S. and overseas.  McIntyre, Freedman & Flynn does take account of market risks but is not a market timer.  Trading in an established portfolio is generally low.  McIntyre, Freedman & Flynn buys stocks with the objective of holding for the long-term, two years or longer.

Our Focused Equity Portfolio is suitable for individuals or retirement accounts such as pensions, profit sharing or IRAs, trusts and personal accounts with a long-term horizon. 

It is important to recognize that equity markets can be volatile.  Stocks even in solid, growing businesses can, for no fundamental reason, fluctuate through a wide range.  It is therefore important to be comfortable with an equity portfolio especially during down markets. 

THE PORTFOLIO

At all times we follow 40 to 50 companies intensely.  For each of our clients, we construct a separate, concentrated portfolio holding from 20–25 stock positions based on what companies we think offer the best value at the time of the initial investment.  Each stock will represent 3½ - 4% of your portfolio. Over time, naturally, these percentages will fluctuate as some stocks rise and others fall. 

You will hold a portfolio that is exclusively yours.  We do not run a model portfolio, or use a formula to manage an individual account.  Each new account is invested only as we find the stocks that we like at the price that we like. 

Individually managed accounts offer more flexibility than pooled accounts, such as mutual funds, especially at tax time.  Individual decisions can be made regarding tax loss or gain selling should the need arise.  And unlike mutual funds, you are able to exercise more control over the timing of distributions.