At Fontis Investments, we are concentrated on your financial success. Through in-depth interviews, we strive to understand your situation and goals that are unique to you. We deliver a written Investment Policy Statement (IPS) based on an intimate understanding of your financial needs. It is very personal. We work only for you, accountable through regular reports, performance and meetings. Due to limited transparency and accountability, clients often focus on short term results, quickly changing from one strategy to another as there is no comprehensive plan. Have you ever been sitting in traffic in a lane that’s not moving and watched people switch to the next lane that’s empty? So you switch lane, then the traffic stops in your lane? That’s what happens to many investors. Fontis is connected to our clients since we base our independent decisions on our own exhaustive research and analysis. Our proprietary models are not available to the general public and are created for the long term investor’s needs in mind.
FONTIS Multi-Cap Equities
This group of 30-40 individually selected equities are based upon expected earnings growth at an increasing rate and their relative strength. Relative strength is measured against the total population of stocks and against their peers. A 5 point sell signal is followed to limit downside losses. The screening process oftentimes has a tilt to Mid Cap stocks, however it follows earnings growth, so it truly is a multi cap portfolio.
FONTIS Enhanced Dividend Strategy
This group of 20-30 individually selected companies tends to have capitalizations in excess of $1 billion. Here we are looking for companies with predictable dividends, growing at increasing amounts. Dollar increase in dividends are desired over increasing yields. Yield can increase by one of two ways; absolute increase in the dividend (preferable) or, the stock price can go down. Therefore we search for increased dividends, not yield. Depending upon the particular market dynamics, we may also look to Call Premiums as an enhancement to income. By selling Covered Calls and buying Protective Puts, this can increase income as well as reduce volatility. Hedging strategies are used to enhance income and lower the portfolios volatility, as measured by the standard deviation. Not all markets allow these strategies to be used at all times. Fontis therefore uses the appropriate strategies at that particular point in time. As in the Fontis Multi-Cap strategy, a 5 point sell strategy is followed.
Fixed Income and Balanced Portfolios
For every client, fixed income investments are included. Depending upon the types and sizes of accounts, they may be stand alone portfolios, or a balanced approach may be taken. Regardless of the strategy type, the addition of a fixed income component is important to the overall risk dynamics for each client.