
ak Associates, ltd. is a growth manager seeking to maximize returns by investing in a select number of stocks that meet our stringent criteria. In choosing investments for our portfolios, we employ an approach that is:Top-Down We begin by analyzing key global economic factors. Then, we determine which specific sectors will benefit from emerging trends. Qualitative We believe that investing is an art, not a science. Therefore, we employ qualitative analysis based on the fundamental characteristics of individual securities. Long-Term We take a buy-and-hold approach to investing. We do not confuse motion with progress. Because this style requires patience, we generally buy securities with a long-term time horizon, resulting in relatively low portfolio turnover. Hands-On In evaluating potential investment opportunities, our Research Team takes a hands-on approach that includes visits to company locations and discussions with company management. Focused We believe that in order to outperform the broad markets, it is important to concentrate on our best ideas and remain focused on our core growth discipline.
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