Pekin Singer Strauss manages portfolios that include fixed income securities, stocks, alternative investments, and other marketable securities. We manage over $800 million for both separate managed accounts for individuals and institutions as well as our mutual fund, APPLESEED FUND (APPLX). The firm’s hallmark is its long-term investment performance and its acute focus on preservation of capital are listed below.
- The firm’s hallmark is our superior long-term investment performance and our focus on preservation of capital. The Firm’s equity composite has outperformed the S&P 500 by nearly 500 basis points since the beginning of 2000.
- During the tech bubble, we maintained our value discipline in the face of intense pressure to chase technology and telecommunications stocks.
- During the 2008 credit crisis, we largely avoided highly leveraged, opaque financial stocks.
- As a result of our comprehensive investment process, we invest in businesses with commitment and conviction; when the stock price of a company we purchase goes down, we re-assess the situation and because of our longterm investment horizon, we often times add to our positions.
- Our sole focus is to grow our clients’ assets by making well thought-out, prudent, objective, and independent investment decisions.
- Our portfolio managers invest along with the firm’s clients. We believe that this discipline makes our research especially diligent, our stock selections particularly careful, and the prices we are willing to pay highly disciplined.