SEPA Specific Entry Point Analysis
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Just Ask Our Clients
There is one simple measure that defines our success: the quality of the conversations we are having with our clients. While they were impressed with our impressive net returns for 2007, many were struck by how effectively we were able to preserve capital through this terrible bear market.
Our vision is to deliver an actively managed, risk-controlled investment strategy that capitalizes on trading efficiencies and focused research to deliver superior returns. We are comfortable saying, “Mission accomplished!” In 2007 and 2008, we were able to leverage two key components of Mark Minervini’s SEPA™ methodology: First, protect capital by going to cash and using short positions when appropriate. Second, identify new market leaders coming out of a correction.
The execution of the SEPA methodology is complex, but the concept is simple: don’t take big losses but do own the best growth companies the market has to offer. The commitment to avoid big losses is what drives us to cash, as we have done five separate times over the last fourteen months.
It’s a simple concept: when stocks break down, we sell them quickly. Not only does this steadfast rule protect us in down markets, but it also helps us lock in our hard-earned profits.
What does it look like from our vantage point sitting in 100% cash waiting out a correction? Clarity. While most others are conducting damage control, we are focusing on identifying the new market leaders that will drive us out of the correction.
Mr. Minervini’s SEPA methodology provides us with the confidence to weather the inevitable storms. Our clients have found this program to be a perfect addition to the long-only, buy and hold products delivered by the traditional investment houses.
Our focus remains on providing you with unique risk-controlled investment opportunities that complement a traditional portfolio. Please don’t hesitate to call our team of professionals at 646-419-4444, as we look forward to providing you with the outstanding service your hard-earned money deserves.
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