Our Equity Composite typically consists of between 30 and 40 individual stocks. We use a style of value management that favors companies generating high free-cash flows compared to their stock prices. However, during certain periods in the market cycle, valuation levels of growth stocks and value stocks become “compressed.” This compressed financial environment is such that high-quality growth stocks’ prices decrease, and become good investments. During these time periods we will include growth companies in our portfolio.

We employ a buy and hold strategy in order to take full advantage of the market’s recognition of deep value companies’ worth, and to keep transaction costs low. We typically hold stock positions for 3 to 5 years.

* Past performance is not a warranty for future returns.
** Performance figures are not shown as CFA Institute - (formally AIMR) compliant, and have not been independently verified.
+ While dividends are not automatically reinvested into their respective security, dividends are retained in clients's accounts and are, eventually, invested in securities chosen by Crossroads Investment Advisors, LLC.
‡ Data is based on actual averaged results received by clients of Crossroads Investment Advisors; all results shown are calculated net of advisory, transactional, and/or other fees.