OUR INVESTMENT PHILOSOPHY

Rising Momentum Spurs New Growth

At the heart of BDHS's investment philosophy is the belief that growth creates more growth. Based on this fundamental principle, we believe that a portfolio composed of momentum growth stocks that are fully diversified across all major economic sectors will provide investment returns that exceed market averages.

BDHS invests exclusively in stocks that demonstrate high and sustainable growth momentum. Called a Momentum Growth Strategy, this investment approach first seeks stocks that have demonstrated superior long-term returns compared to general market indexes.

To identify potential opportunities, BDHS searches both domestic and foreign markets along with multiple market sectors. BDHS considers all market capitalizations. Our portfolios tend to resemble the capitalization mix found in general stock market indexes, and BDHS maintains the flexibility to invest in momentum opportunities at any capitalization size.

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The Result

Our philosophy generates a highly-diversified growth stock portfolio that is appropriate for investors who seek capital appreciation.