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Investment Philosophy

Our firm was established to provide efficient, expert solutions to individual and institutional investment needs.  The principal philosophy of Sunnymeath is to realize consistently superior long term growth of capital while mitigating risk.  The utilization of bottom-up fundamental analysis with an emphasis on cash flow guides our investment discipline. 
* Markets go through cycles
* Industries go through cycles
* Companies go through cycles
* Investors go through emotional cycles 
  • The key to successful investing is to identify and capitalize on the opportunities these cycles present. 
  • We believe significant alpha can be achieved by capitalizing on market opportunities in companies large and small which are significantly undervalued relative to their growth potential.

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Investment Strategies/Products

Investment Discipline

151 Bodman Place, Suite 100, Red Bank, NJ 07701 

Phone: 732.933.8444 | Fax: 732.936.1170 | info@sunnymeath.net

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