Covenant adheres to a thematic growth investment style seeking growth at a reasonable price (GARP). We embrace the concept of investing with "the wind at our back" believing it is easier to be a successful investor by first identifying trends and then selecting leading companies likely to be beneficiaries of those emerging trends.
The cornerstone of our research effort is thorough fundamental analysis coupled with the use of technical analysis for timing decisions. Tax efficiency is an important aspect of our investment style leading to the pursuit of stocks our clients can own for an extended period of time. Our turnover rate is typically less than thirty percent per year.
The cornerstone of our research effort is thorough fundamental analysis coupled with the use of technical analysis for timing decisions. Tax efficiency is an important aspect of our investment style leading to the pursuit of stocks our clients can own for an extended period of time. Our turnover rate is typically less than thirty percent per year.
Services
A We will recommend a brokerage firm or bank to hold your securities and perform other recordkeeping and custodial services, such as providing account statements, tax reporting and safeguarding your assets. A After working with you to define your investment objectives and establish guidelines, we usually request discretion to buy and sell securities in your account without prior approval.
We specialize in wealth enhancement through tax-efficient, growth-oriented investment management. Client portfolios are generally kept fully invested, resulting in low turnover of portfolio holdings and reduced exposure to capital gains liabilities.
Our equity growth approach involves identification and purchase of companies with superior growth characteristics, with the intention of holding them for many years and selling only when fundamental prospects turn negative.A cornerstone of our philosophy is our focus on buying dominant companies in the fastest-growing industries.
Our equity growth approach involves identification and purchase of companies with superior growth characteristics, with the intention of holding them for many years and selling only when fundamental prospects turn negative.A cornerstone of our philosophy is our focus on buying dominant companies in the fastest-growing industries.
Our dividend appreciation model is constructed to meet the needs of clients seeking market-like returns with lower risk, as measured by the volatility of returns, with a higher portion of the total return coming via dividends. The dividend yield of this model is typically 50% higher than the S&P 500, and the companies within this model tend to increase their dividends at a 50% faster rate than average.
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