Patrick Joseph McGinnis

Stratton Management Co.'s investment process begins with an examination of the client’s risk tolerance, investment time horizon, need for current income, and their expectations for portfolio growth. Once this assessment is complete, a portfolio is constructed consisting of the proper allocation between equity and fixed income securities and among the different sectors of each of those two asset classes. Stratton offers various institutional model portfolios, each of which is quantitatively based and and fundamentally refined. These models include Large-Cap Value, Mid-Cap Value, Small-Cap Value, and Real Estate. Stratton’s Large-Cap Value product employs a combination of quantitative and qualitative research to identify undervalued large-cap equities with superior capital appreciation potential. The firm's Large-Cap Quantitative Model calculates a weighted composite of valuation, earnings and price movement measures. This reduces the overall Large-Cap universe to a more manageable group of attractive candidates. Once this group is established, qualitative research is conducted to identify potential buy candidates. Stratton's Mid-Cap Value and Small-Cap Value products employ the same strategy but are differentiated in the size of the companies in which they invest. Stratton’s Real Estate product employs a combination of quantitative and qualitative measures, including underlying real estate values, earnings multiples, geographic and tenant concentrations, balance sheet metrics, company strategies, and management track record, to identify the most attractive securities on a relative valuation basis within each property sub-sector. Based on this criteria, stocks that appear undervalued relative to peers, and have identifiable fundamental catalysts are buy candidates.^

FTCI-PA provides a broad range of investment services for clients through separately managed portfolios that represent a variety of investment styles. Their portfolio managers invest across all asset classes, sectors and industries. Active risk management has always been core to the firm’s investment management approach, and their processes have been designed to help maintain appropriate risk/reward balances relative to client objectives through variable market environments.

Functions as a College/University

Functions as a College/University