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Our primary objective is to increase our clients' capital over time without taking unnecessary risks. We construct an investment portfolio comprised of equity and, as appropriate, fixed income securities after an in-depth analysis of each client's needs and objectives. We provide discreet, efficient, personal service.
Griffin invests in high quality companies. Our balanced focus on growth and valuation reduces the chance of overpaying. We look for both seasoned companies and emerging companies that exhibit the following characteristics:
- Above average return on equity and capital
- A valuable product or service
- Sustainable earnings growth
- Management skills and incentives
We build portfolios of 20 to 30 stocks. This eliminates over-diversification and the dilution of successful stock selection. Our low turnover strategy maximizes after-tax rates of return for clients.
Our fixed income policy is to provide a predictable and reliable source of income without jeopardizing principal assets. Our fixed income strategy is based on interest rate anticipation with emphasis on quality, taking into account the shape of the yield curve and the yield spread between grades.
Proactive, personalized service is an important part of our firm's culture. As a smaller firm, we have purposefully chosen to restrict the number of accounts assigned to each manager so that the manager and their assistant can provide a level of service to our clients that is often missing at larger institutions.
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