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Registered Investment Advisor: Occam Capital Management Philosophy
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Occam Capital ® Management, LLC
1303 Marsh Road
Suite 4
Pittsford NY 14534
(T) 585-218-0310
(F) 585-218-0338
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Developing recommendations for the purchase, sale or retention of portfolio securities in client and prospective client accounts begins by combining a top-down economic overview used primarily to identify worldwide investment themes and industry and sector emphasis, with a bottom-up process employing traditional methods of financial analysis to select individual securities.

The economic outlook is derived based on such factors as fiscal policies, monetary policies, balance of trade data, and relative currency strength.

Traditional methods of financial analysis include emphasis on valuation screening including the below ratios:

financial ratios


Due consideration is also given to balance sheet and income and cash flow statements of specific companies, competitive positions of companies within industries, bond market and money market trends, and other relevant factors.

In general, long-term investment strategies developed for individual clients include consideration of:
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