Focused Growth Strategy

The Focused Growth Strategy is designed to deliver superior long-term returns by adhering to a simple, but proven investment philosophy. We believe that over the long-term stock prices will follow earnings growth. We buy high quality companies in attractive industries that possess long-term secular growth opportunities greater than that of the broader market.

Current Investor Letter

Historical Investor Letters

  • No letters available for the current year.

  • No letters available for this year.

The Focused Growth Strategy Invests in Businesses with the Following Characteristics:

  • Companies with high quality and strong balance sheets
  • Disrupting existing and sometimes sluggish business models
  • Businesses with network characteristics very difficult, if not impossible, to replicate
  • Businesses with predictable and recurring revenue streams

Focused Growth Strategy

Strategy Characteristics:

Bottoms-up Investing:

Each investment is evaluated on a company by company basis based on fit with our investment philosophy

Long-term Focus:

Investments based on projected risk adjusted returns over a 3-5 year time frame.

Concentrated Portfolio:

18-25 stocks with initial weightings ranging from 2%-10%.

Tax Efficient:

The long-term focus of this strategy serves to reduce tax liability over time.

Call (713) 933-5402

info@burkewealthmanagement.com

12 Greenway Plz,
Houston, TX 77046, USA

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