Stocks

At Oarsman Capital, our definition of a high-quality company is one that is capable of generating consistent earnings and dividend growth. High-Quality companies have excellent management, proprietary products, solid balance sheets, strong return-on-equity, and more often than not, strong international presence.

Bonds

We consider fixed-income securities to be the anchor of the portfolio, providing a predictable income stream and acting as a cushion against volatility. Our bond portfolios hold average ratings of AA or better, and are typically of intermediate maturity (less than 10 years).