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The Myths and Realities of Financial Crises
Pulling together this conference for clients, shareholders, and friends is something we look forward to every year. In addition to the opportunity to share our story, it is a chance to present information related to the economy and the stock market which may be of...
Guest Speaker Stephen Moore Doesn’t Hold Back Discussing His Views on the State of Economy Now and What’s to Come
Pulling together this conference for clients, shareholders, and friends is something we look forward to every year. In addition to the opportunity to share our story, it is a chance to present information related to the economy and the stock market which may be of...
Chase Investment Counsel investment Strategies: From Large Cap, to Balanced, to Mid-Cap and All-Cap
Buck Klintworth and Peter Tuz discussed the main investment strategies used by Chase Investment Counsel at its 47th annual client conference held via Zoom on Nov. 18, 2020. Buck Klintworth: Our large cap strategy is our flagship product. It is the strategy that has...
Combining Fundamental Analysis with Technical Factors to Determine Timing in Purchasing and Sales of Stocks
Clay Sefter began CICC’s 47th annual client conference by explaining the firm’s investment philosophy and stock selection process. Chase has always been a “bottom up” stock manager and lets its screening process determine the stocks to buy and sectors to overweight or...
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