Investment Update

April 2018

 

Your FP/CM Newsletter – 1Q18

FPCM FOCUS STRATEGY – RENEWING OUR POSITION IN GE

CRAIG GIVENTER, CFA, Partner, Managing Director, Portfolio Manager

 

“FPCM Focus” is a concentrated, opportunistic, equity strategy that is managed for long-term capital appreciation. It was established and funded in 2006, and the portfolio has been continuously managed by the same lead portfolio manager since inception.

FPCM Focus held 24 positions as of the end of 4Q17, with just ten holdings comprising almost 60% of the portfolio. (For more detail, request a copy of our FPCM Focus – 4Q17 Commentary)

 

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