Contact Asset Management, is a research driven, active equities manager who invests for the long term in profitable, high yielding, well managed companies. Stock selection is bottom up, focusing on the merits of individual companies rather than market and economic trends.
The BKI portfolio is benchmark unaware and has no specific sector or stock investment limitations. BKI has the ability to have overweight or underweight positions in certain stocks or sectors.
The investment process ensures Contact and the Investment Committee are focused on investing in stocks using the 5 basic fundamentals below as part of the stock selection process: