Investment Philosophy

Investment Principles

Cutler Capital Management buys for the long term, controls risk and is always opportunistic.

Buying for the Long Term - Our investment and research process ensures we invest in strong companies with solid long term prospects.

Control Risk - We invest in convertibles which we believe have downside protection. We diversify our holdings across 10-12 industry sectors. Hedging may be employed selectively to manage portfolio risk.

Opportunistic - If client's agree, we may utilize leverage to enhance portfolio returns. In addition to the universe of convertibles, Cutler may also invest in REITs and dividend-paying equities.

Concentration - Client portfolios will likely own between 15-25 holdings. We believe in this investment strategy and the companies we invest in and seek to reward clients who share our conviction.

Growth and Income Approach to Investing

Balancing risk and reward is an investor's greatest challenge. Too much risk and you may sacrifice much of the value in your portfolio during volatile, declining markets. Not enough risk and you may not enjoy the level of return needed to achieve your investment goals.