Investment Process

Ike Capital’s investment process is fundamentally driven. Larry does not look for bargain stocks or investments triggered by events or rumors. He does not see losses as a buying opportunity — rather, there must be a historically proven fundamental strength to every portfolio company.

Portfolios are dominated by recognized names, established businesses that have proven their success, either with a competitive edge, market dominance, or a history of providing shareholder value. Because of this orientation, Larry favors large cap stocks, although some smaller quality names have been portfolio favorites. In particular, Larry looks for stocks with a history of delivering value for shareholders — good cash flow, stock buy-back programs, or increasing dividends. S&P sectors are typically represented in Ike Capital portfolios, but because they need not be closely aligned with the broad index, client portfolios enjoy greater flexibility.

With a selective portfolio, Larry is able to monitor the market closely, and to review all client portfolios and stock positions frequently. Buy/sell actions rely primarily on fundamental and technical attributes. Larry is a patient investor, holding on to the value of winning positions rather than cashing out at a price trigger. Conversely, if his investment thesis is not realized,he assumes the market’s judgment is correct and acts quickly.

Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC, members NYSE, SIPC.