Our Investment Screening Process
At any given point, we typically select and focus on twenty-five to thirty companies we believe offer the greatest potential for long-term growth.
We screen the many companies that form our investment universe, to establish this “watch list” of select companies we find attractive for investment under the right circumstances and valuations. Our process compiles and continuously analyzes hundreds of data points from a myriad of sources for each individual stock we select or consider for investment.
While broader, long-term macro-economic trends influence the growth potential of prospective companies and industries, bottom-up fundamental research anchors our investment approach. Company balance sheets and fundamentals and in-house research with company executives, employees, suppliers and competitors all shape our investment assessment.
Your Portfolio Construction
We build positions strategically based upon current valuations and long-term prospects, producing portfolios uniquely structured to meet the needs of each particular client. Risk from stock selection is carefully monitored.
At Baxter Investment Management, we believe that we can achieve superior long-term returns for our clients as a result of:
- Our disciplined approach to portfolio construction
- Quality research
- Active portfolio management
- Tax-sensitive investing
Offering Stocks, Bonds or Both
We construct and manage stock and bond portfolios. Most clients maintain a portfolio containing both stocks and bonds. Of course, specific allocations depend on each client's particular needs and risk tolerance.