While every client’s investment circumstances and asset allocation will be unique, we have very clear investment convictions and will seek to position our client’s portfolios accordingly. In brief, we believe:
  1. Valuation is critical, and over time, investing in undervalued securities based on traditional “Graham & Dodd” metrics (low Price to Earnings, Price to Book, Price to Cash Flow) offers the most favorable risk adjusted returns to investors.
  2. Dividends are a very important component of an investor’s total return.
  3. By expanding the investment universe, venturing outside of the S&P 500 Index, the opportunity to identify inefficiently priced securities increases.
  4. There are excellent, shareholder friendly companies domiciled not only in the U.S., but all over the globe, which are often outside the scope of the major brokerage firms and trust banks, and subsequently inefficiently valued.
  5. Financial markets and securities are not emotional, but investors frequently are. Therefore, as patient, long term investors we seek to be providers of liquidity in over sold situations, and sellers in over bought situations.
  6. It is more prudent to focus time and energy on using the capital markets rather than trying to beat a narrow segment. We will fully utilize asset allocation and creative, but risk adjusted, diversification to meet our client's needs.
Investments offered by Naples Capital Advisors are not insured by the FDIC, or any other Government agency. Investments may lose value and are not backed or guaranteed by TIB Bank or TIB Financial Corporation.
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