Philosophy

Investment Philosophy:

Leeb Capital Management believes that superior long-term results are best achieved by owning a diversified portfolio of stocks that through a combination of earnings potential and a leading competitive position have intrinsic value that is not reflected in current prices.

In addition, a portfolio of dominant companies generally offers greater predictability in forecasting sales, future earnings and growth rates which helps to provide clients with more stable and consistent returns.

Typically, stocks that satisfy our two main investment requirements – high earnings potential and leading competitive position – are stocks with large capitalizations and high earnings growth rates.

Click here to learn more about how we implement our philosophy in our various product offerings.
 

Client Service Philosophy:

At Leeb Capital Management, we believe communication is a key to a successful client relationship. LCM clients are held in the highest regard, and portfolios are individually tailored to meet each client’s objectives. Portfolio reviews are scheduled to discuss liquidity needs, cash flow requirements and performance. Clients also receive the following reports:

      • Confirmation of all purchases and sales
      • Monthly brokerage statement
      • Quarterly portfolio appraisal and gain/loss information from LCM
      • Commentary regarding our investment and economic outlook

Click here to contact Leeb Capital Management and set up a complimentary portfolio review.