Sabrina Lokie

Hugh Johnson Advisors' (HJA) investment approach seeks to preserve capital while producing consistently above-average returns in all market environments. The firm's investment process is referred to as the Hugh Johnson Methodology. The methodology was developed by Hugh Johnson when he served as Chief Economist and Chief Investment Strategist at First Albany Companies. It is a disciplined methodology that strives to add value at each stage of the decision-making process. The Hugh Johnson Methodology employs both top-down and bottom-up investments processes. HJA's top-down methodology considers market and economic trends to determine where they are in the current stock market-economic-interest rate cycle. The structural decisions include asset allocation, sector allocation, market-cap allocation and style allocation. HJA employs a proprietary bottom-up methodology to select individual equities and fixed-income securities. The process consists of 3 steps: (1) technical analysis with an emphasis on relative performance (2) quantitative analysis and (3) fundamental analysis. HJA also offers enhanced index portfolios that invest in ETFs for individual and institutional investors that do not want the risks associated with owning individual companies. Though not limited by sector, HJA tends to invest in the stocks of US large-cap companies in the consumer non-durables, electronic technology, technology services, healthcare technology and finance sectors. The firm maintains a medium turnover rate.

Functions as a College/University

Hugh Johnson Advisors' (HJA) investment approach seeks to preserve capital while producing consistently above-average returns in all market environments. The firm's investment process is referred to as the Hugh Johnson Methodology. The methodology was developed by Hugh Johnson when he served as Chief Economist and Chief Investment Strategist at First Albany Companies. It is a disciplined methodology that strives to add value at each stage of the decision-making process. The Hugh Johnson Methodology employs both top-down and bottom-up investments processes. HJA's top-down methodology considers market and economic trends to determine where they are in the current stock market-economic-interest rate cycle. The structural decisions include asset allocation, sector allocation, market-cap allocation and style allocation. HJA employs a proprietary bottom-up methodology to select individual equities and fixed-income securities. The process consists of 3 steps: (1) technical analysis with an emphasis on relative performance (2) quantitative analysis and (3) fundamental analysis. HJA also offers enhanced index portfolios that invest in ETFs for individual and institutional investors that do not want the risks associated with owning individual companies.