Kenilworth Asset Management Investment Philosophy

Our investment philosophy consists of two guiding principles:

1. Remaining true to the investment approach agreed to with each individual client.

2. Maximizing the long-term after-tax total return of each account, consistent with our client’s risk profile and financial goals.

To achieve these objectives, our equity portfolios are usually created with a blend of growth and value companies, which we measure in terms of earnings, cash flow, return on assets and equity, growth rate, book value and dividend yield. We apply fundamental research, technical analysis, and a disciplined buy/sell approach, including a rigorous criteria screen covering management's track record, equity ownership industry position, financial condition and the ability to finance growth internally. Our approach does not limit us exclusively to anybody’s definition of “growth” or “value” stocks. History has shown that this type of rigidity in approach can often lead to cyclical performance that is dependent more on overall market trends and psychology than on the intrinsic value of the investments. Instead, we seek fundamentally strong and growing companies that we believe are worth more than their current market price. We call this approach "opportunistic value" investing.

Taxable and tax-free bond portfolios are designed to reduce overall volatility and capital risk. Bonds are combined to achieve the highest return for a predetermined level of volatility. We attempt to avoid duplicating the inherent risk of equities through the bond component of the portfolio.

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