Market Timing

Research has proven that market timing is not a repeatable, long-term strategy with a successful outcome. We believe the market is a short-term voting machine; incorporating human emotion as it oscillates between irrational exuberance and irrational fear. Over the long-run the markets act more like a weighing mechanism, displaying true valuations of companies. We believe fundamental analysis and cash flow scrutiny are the keys to uncovering the disparity between market price and true valuation.