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Investment Philosophy

The investment philosophy of Lakeshore Capital is built on the solid foundation of our core values and beliefs:

  1. Investment decisions should be made with a long term view.
  2. Capital preservation is of primary importance.
  3. A conservative approach which yields gains in most years while minimizing declines is the optimal strategy for wealth creation.
  4. Knowledge and experience lead to opportunity. 

Lakeshore’s investment policies are rooted in these four principles. Our investment strategy seeks to provide long term capital appreciation by investing in a portfolio of equity securities that have predominately “value” characteristics. Through fundamental analysis, our research helps identify companies which possess sustainable business and/or valuation advantages. We strive to find companies that are either:

  1. "Under followed" by Wall Street analysts and therefore may offer unrecognized opportunity.
  2. "Under valued" thus allowing Lakeshore to take a contrarian view supported by internal research.
Overall, our investment selection efforts seek to provide a margin of safety for our clients.

Contact Us Today

3755 Corporate Woods Drive
Suite 200
Birmingham, AL 35242

(205) 313-9000
(888) 244-0620
(205) 313-1221 FAX

info@lakeshorecapitalllc.com

   
Copyright 2008 Lakeshore Capital, LLC