Capital Preservation

Sheets Smith Investment Management’s overriding investment objective is Preservation of Capital with Long-term Competitive Returns. The Dynamic Asset Allocation strategy has provided our clients the mitigation of losses of the Dot-Com Bubble in 2000-2003 as well as the Financial Crisis in 2008. By utilizing our Momentum Value Analysis tool within our screening process, we are able to determine if a stock’s price is over or undervalued based on its Relative and Indexed price and earnings history relative to the S&P 500; allowing quick adjustments and the retention of capital as well as capturing market deficiencies to earn competitive returns.