Our Philosophy

Our core investment philosophy emphasizes well-established, large-cap companies with below-average price/earnings, price/book value and price/cash flow ratios, but with above-average dividend yields. We stick to our time-tested investment approach in every market cycle and don’t get caught up in passing trends. At McGinn Investment Management, we’re convinced that investors can achieve superior performance by adhering to a disciplined investment strategy that has a demonstrated record of success.

We manage each client account separately, with a portfolio turnover rate that averages 25%. This enables us to mitigate short-term tax gains for individual investors by increasing the holding period for targeted stocks. While we consistently manage all accounts according to our disciplined investment philosophy, as stewards of capital, we recognize the individual needs of our clients.

We do not, however, believe in buying securities of companies simply because they appear inexpensive relative to such parameters as current earnings, sales, book value or cash flow. Although there may be valid reasons for such valuations, we follow a fundamental analysis with extensive due diligence. After screening for the above parameters, we listen closely to earnings conference calls, thoroughly review numerous analyst reports and gather as much information as possible to understand the true story behind each company before it joins our portfolio.