John Edward Montgomery

PAMCO invests in companies located in the United States. The firm focuses on alternative energy, energy efficiency, infrastructure development and resource management. It provides financing for buyout and growth capital requirements.

Montgomery Brothers, Inc. (MBI) is a GARP investment manager. The firm's investment approach is based on asset allocation. They manage risk by diversifying across sectors, and when appropriate, investing part of a clients' assets in investment-quality fixed-income securities. The firm evaluates demographic, political, social and economic trends to develop investment strategies. They also employ econometric tools to develop the secular and cyclical economic framework for their strategies. MBI's equity selection process is based on both top-down and bottom-up analysis. Their top-down analysis seeks to identify the sectors and industries that appear best situated for the long-term. The firm's bottom-up selection process seeks to identify companies with above average earnings growth characteristics. MBI then invests in the most reasonably valued growth companies in the sectors they believe offer the best opportunities for growth. MBI's strategy is to buy growth stocks when their shares are reasonably valued, regardless of capitalization. In particular, the firm looks for (1) companies with long-term earnings growth that has been and is expected to be superior to that of the S&P 500 and/or the industry in which the company operates (2) companies that consistently operate at high levels of profitability and achieve above average ROE while maintaining conservative financial structures (3) companies with management teams that are focused on increasing shareholder value (4) industry-leading companies that have superior products, services or other competitive advantages and/or companies with defensible niches and (5) companies whose shares are reasonably priced compared to forecasted earnings growth rates and/or to their historic valuation relative to their competitors or to the S&P 500. MBI manages concentrated portfolios that hold no more than 50 equity positions. Positions are diversified across a variety of sectors. The firm allows for over-weighting in more attractive sectors and under-weighting in less attractive sectors. MBI will sell a stock when a company no longer meets their criteria due to a fundamental change in the company's outlook or due to excessive valuation or when a better investment alternative is identified. The firm's fixed-income investment approach is risk-adverse and focuses on investment quality bonds. For taxable accounts, MBI generally uses a mix of municipal and taxable bonds structured to the each client's income needs, tax bracket, liquidity requirements and risk tolerance. For tax-free accounts, the firm uses Treasuries, agencies and investment grade corporate issues.

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