The Select Value portfolio invests only in TEXAS-BASED PUBLICLY-HELD STOCKS.
- Market capitalizations are between $1.5 billion and $12 billion, within the parameters of the Russell Midcap index.
- We focus our investments in about 20 stocks that our analysis indicates have the highest potential returns, within our risk parameters.
- Holdings are diversified among different industries.
- The average holding period for our stocks is about one year, but the time we hold each stock depends solely on its potential valuation.
Focus on Texas
- As of 2009, Texas was home to more Fortune 500 companies than any other state.
- The Texas economy would rank as 10th largest in the world.
- 2nd largest state by population.
- 3rd largest gross state product in the U.S.
- 3 of the nation’s 10 largest cities are in Texas.
- Texas is the leading exporting state in the nation.
- Texas has 4 of the top 16 fastest growing and most favored cities for business in the nation (Forbes/ Milken Institute).
- Texas has one of the most pro-business environments, and lowest corporate tax burdens, in the country.
Texas Econmic Overview: July 2009
The following pdf download offers further information on the expanding economy of Texas.
http://texasfirstinv.com/info/TEO.pdf
