Christina de Filippo

Weston Capital Management (WCM) employs fundamental and technical analysis when evaluating companies for purchase or sale. Concurrent with their fundamental analysis of any given security, they look at the overall condition of the equity markets and of the general economic environment. This includes examining trends in a wide range of areas such as interest rates, consumer spending and government fiscal policy. As events influence WCM's overall market outlook, their allocation to equities is affected. The firm also reviews a spectrum of Wall Street research in their fundamental analysis. By overlaying technical analysis on fundamental analysis, they develop a more complete picture of a stock's prospects. All trading in a given stock cumulatively registers on the charts and provides significant clues to the direction of a company's share price. Though not limited by sector, WCM tends to invest in the stocks of companies in the energy minerals, non-energy minerals and health technology sectors. The firm invests primarily in the stocks of large-cap companies in the US and Canada. WCM maintains a very low turnover rate. In addition to generating current income for clients, WCM employs fixed-income instruments in the pursuit of capital gains; this occurs by locking up a high level of income in an environment of falling interest rates. In addition, they make use of bonds when capital preservation is of paramount importance. WCM employs a variety of securities in their fixed-income strategies. These include US government bonds, tax-free municipal bonds, corporate bonds and closed-end bond funds. As with equities, they employ fundamental and technical analysis when evaluating fixed-income securities for purchase or sale.