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IMS Focus 30
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The IMS Focus 30 is a portfolio of approximately 30 stocks which range in size from micro
to mega cap, trade on all US exchanges, have PEG ratios less than 1.5, low debt to capital
and a minimum 15% on equity.
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Summary Information
| Description |
A
concentrated, multi-cap global equity strategy |
| Objective |
Long-Term
Growth |
| Equity Style |
Multi-Cap
Relative Value |
| Total Holdings |
30 |
| Assets |
$4.5 million as of 12/31/2009 |
| Inception |
December 31, 2002 |
| Manager |
Carl W. Marker, 47 |
| Manager Tenure |
Since June 2010 |
| Experience |
22 Years |
| Performance |
See Fact Sheet above
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For information about opening an account using the IMS Focus 30 Strategy, please contact us at 1-800-408-8014
or write us at questions@imscapital.com.
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