Investment Philosophy

“Our strategy for success is to establish diversified, high-quality large capitalization portfolios with excellent long term performance prospects.”

Montana Investment Advisors follows a consistent philosophy of investing in large, fundamentally sound growth companies that we believe to be undervalued and which can be held for the long term. These equity securities are combined with Treasury bonds that emphasize income, safety and liquidity to create a diversified balanced investment portfolio. We employ a top-down investment approach. Utilizing the latest research from major NYSE firms along with our 80-year experience, we identify those industries which have the best visibility to grow in the U.S. and global economies over the next three to five years. We identify leaders in each industry, and select the best of these companies for our Buy List, which is composed of a diversified group of 15-25 stocks. The equities are held for the long term unless there is a fundamental change in the company, dramatic price appreciation, or an industry sector that has become over-weighted in our portfolios and needs to be scaled down. Turnover of our investments is low and therefore, we keep transaction expenses minimal.