Contact: Jared Bessert, 608/298-9008, MadVest@sbcglobal.net
Date/Time: Wednesday, March 21, 2012, 6:00 p.m. (Check-in begins 5:30 p.m.)
LOCATION: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 53711, 608/266-6385. The new Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about half way between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.
Topic: “Selecting Growth Stocks”
Speaker: Ryan Erickson, CFA, executive vice president and CIO, Holt-Smith Advisors
Cost: No charge, FREE and open to the public.
Summary: Ryan Erickson will explain why he believes growth stocks are an important part of a diversified portfolio. He will share some techniques used to find potential growth stock candidates and pick the right ones. Erickson will then discuss portfolio composition and how to decide when to sell. Finally, performance measuring is a must to determine your success, but many investors are unclear as to which index they should use as a benchmark. He will provide important information regarding how to select an appropriate benchmark.
Come to our March 21, 2012, meeting to learn:
- Reasons for owning a growth stocks
- What classifies a stock as a growth stock
- About metrics you can use to screen for growth opportunities
- How to analyze, monitor and know when to sell
- About the importance of selecting an appropriate benchmark
To learn more about Holt-Smith Advisors visit: www.holtsmithadvisors.com.
Ryan Erickson, CFA, is executive vice president, chief investment officer and senior portfolio manager at Holt-Smith Advisors. His responsibilities include shaping Holt-Smith Advisors’ investment strategies, leading the management and research of the Large and Mid Cap Growth and Large Cap Value equity portfolios, and overseeing the management of its client accounts. An original developer of Holt-Smith Advisors’ current investment process, he has been intimately involved in its equity stock selection for over 14 years. He has also been a frequent business media resource, appearing in The Wall Street Journal and Time and on Bloomberg TV.
Mutual Fund Subgroup
Contact: Brian Harden, 414/347-5546, firstname.lastname@example.org; or Karen Hager 262/255-2849
Date/Time: Wednesday, March 28, 2012, 6:00 p.m.
LOCATION: Brookfield Library, 1900 North Calhoun Rd., Brookfield, 262/782-4140. Take I-94 to the Moorland Road north exit. Go past the Brookfield Mall and turn west (left) on Blue Mound Rd. Go one mile to Calhoun Rd. and turn north (right). Go two miles north. The library is on the east (right) side, next to City Hall.
Topic: At the March meeting we will be reviewing the Growth Portfolio as Fred’s company had been bought out just before our last meeting and his work hours were too much for him to be able to prepare for the last meeting. We will finish up with the Bond Portfolio as the volunteers will come in with their picks. New Bond Fund picks for the Hypothetical Bond Portfolio. Growth Portfolio review followed small group break-out sessions to discuss large group presentation.
Small groups will study methods and criteria for fund or ETF selection and find volunteers to make a to make a recommended selection at our next meeting.
Cost: FREE—No pre-registration necessary, guests welcome.
Future Meetings: Wednesdays, 5/23, 9/26 and Thursday 11/29, 2012. All meetings are the 4th Wednesday of odd-numbered months except for November; no meeting is scheduled in July.