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We currently hold long positions in the following securities.  Click on the respective ticker for a summary report of our analysis and the presentation tab for the full pitch presentation.

3M (MMM) - Presentation 

Affiliated Managers Group (AMG) - Presentation

Andeavor (previously Tesoro) (ANDV) - Presentation

Biogen (BIIB) - Presentation 

Callaway Golf Company (ELY) - Presentation 

China Mobile (CHL) - Presentation 

Diageo (DEO) - Presentation

Ladder Capital (LADR) - Presentation

Medtronic (MDT) - Presentation

Oracle Corporation (ORCL) - Presentation

Southwest Airlines Company (LUV) - Presentation

Tanger Factory Outlet Centers, Inc. (SKT) - Presentation  

Target Corporation (TGT) - Presentation

Visa, Inc. (V) - Presentation 


                               FOR PERFORMANCE SUMMARIES, CLICK HERE.

We will continue to update this page as we further populate our portfolio.  Please check back regularly for updates.

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