INVESTMENT PHILOSOPHY

Stonebridge’s investment philosophy is to utilize a fundamental, research driven process to construct focused portfolios of high quality growth companies. Our belief is that markets are affected by sentiment in the short-term and by fundamentals over the long-term. As a result, in the short-term, markets tend to be inefficient at assessing a company’s long-term growth prospects, thus creating attractive investment opportunities. These investment opportunities exist when the current market price of a company greatly differs from its long-term intrinsic business value (fair value).

• Fundamental, Research Driven Process
• High Quality Company Emphasis
• Long-term Investing