Investments

At TAMRO Capital Partners, we employ an opportunistic, bottom-up investment process designed to generate superior performance regardless of the market environment and whatever investment style may currently be in vogue.

  • Management Process

    Using a combination of screening tools and qualitative assessment, we identify undervalued companies with a competitive advantage. We attempt to mitigate our investment risk by purchasing stocks where, by our calculation, the potential gain is at least three times the potential loss (an Upside reward-to-Downside risk ratio of 3:1 or greater). While our investments fall into three different categories - Leaders, Laggards and Innovators - all share the key characteristics of success:

    DIFFERENTIATED PRODUCT OR SERVICE OFFERING
    CAPABLE AND MOTIVATED LEADERSHIP
    FINANCIAL FLEXIBILITY

    Our experience, and performance record, has shown that the marriage of attractive valuation with these characteristics increases the odds of investment success.

    • Our Investment Process
    • Step 1
    • Step 2
    • Step 3
    • Step 4
    • Step 5
    • Click for detailed step-by-step explanation of the process