Concentrated Long Term GARP Model
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GARP stands for Growth at a Reasonable Price. My growth-oriented investment style focuses on fundamental analysis including cash ratios, liquidity ratios and margins. I will also invest in anticipation of potential mergers, spin-offs and perceived arbitrage opportunities

If you have a more complex investment situation and are looking for customized asset management services, we offer a free consultation so we can be of assistance.  Thanks so much.