Within the broadest context, strategy is the long-term action plan for achieving investment goals.

Investment strategy is the adaptation to change. At WALT ST we monitor client circumstances, investment return prospects and market risks managing portfolios to accommodate change.

Investment strategies have been around for as long as you have had financial markets and they show remarkable longevity. The same strategies are recycled with each generation of investors and presented as new and different by their proponents. The strategies all play into human emotion and that is what makes them so compelling; some strategies appeal to the fearful (risk averse), others the hopeful and still other to the greedy. Each strategy has theoretical foundations and evidence on its effectiveness (or lack thereof) and potential weaknesses. 

1. High Dividend Stocks: Bonds with Price appreciation?

2. This stock is so cheap! The Low PE Strategy

3. Less than Book Value, What a bargain?

4. Stable Earnings, Better Investment?

5. In search of excellence: Are good companies good investments?

6. Grow, baby, grow: The Growth Story

7. The Worst is behind you: The Contrarian Story

8. The Next Big Thing: New businesses and young companies

9. Mergers and Returns: The Acquisitive Company

10. A Sure Thing: The Allure of Arbitrage

11. Its all upside: The Momentum Story

12. Follow the experts

13. Indexing . . .In the long term… a rising river lifts all boats . . . Myths about    Markets

14. Ready to Give Up? The Allure of Indexing

We have studied and considered each of these strategies and derived a guiding philosophy. This philosophy leads to the strategy and tactics that we utilize everyday in managing the portfolios entrusted to us.
 

This web site is intended for U.S. persons. This web site should is not a solicitation or offer of services in any jurisdiction that WALT ST Investment Management, Ltd. is not qualified to do business. The contents of this web site is owned by WALT ST Investment Management, Ltd ©2000 Walt Street Investment Management ltd. All rights reserved. The information provided is for informational purposes only and it is recommended that all investors consult their appropriate advisors before investing. All research and commentaries are accurate as of the date of publish and WALT ST Investment Management, Ltd. is not responsible for updating past information that may be included on this site. All opinions are subject to change without notice. This web site is not a secure network and online access may be interrupted. Clients and Investment Advisory Representatives (IARs) are responsible for all hardware, software used to access this site and are also responsible for the confidentiality of passwords. All information posted to this web site is believed to be accurate and reliable however WALT ST Investment Management does not guarantee accuracy or completeness of information. All questions and or comments relating to this web site should be directed to Walt J. Sokira, E-mail: walt@waltst.com, fax 330-677-1951, phone 330-677-1950. Site related problems or questions e-mail: webmaster@cyberjam.com, Web Site Developed by Cyberjam Internet Services