Overview

We are value investors. We invest primarily in common stocks of mid to large-cap U.S. and multinational companies that are well managed, financially sound, and leaders in their markets. Accounts are managed for clients seeking unbiased, fee-based investment management whose primary goal is long-term appreciation of capital.

When we invest in companies, we invest in human endeavor. In the same way that elements of nature require nourishment to grow and bear fruit, successful business endeavors require certain elements to profitably produce products or services that are useful and in demand. The primary elements needed are ideas, discipline, capital, and management. I look for companies that utilize these elements effectively to produce superior profit growth. Because I have over 30 years of experience in investing and financial disciplines, and draw from some of the best resources available, I believe I have an advantage in identifying attractive investment opportunities.

Investment decisions are made for long term growth. I select investments when their market valuations are well below my assessment of their intrinsic business values. Capital is concentrated in my best ideas. I believe this reduces risk and increases returns.

My interests are aligned with yours. I invest in securities that are also purchased for your account, and my fees are based solely on the value of your managed assets.

It is important to be aware of the impact that endeavors that we participate in as investors have on society and the environment. High standards of business excellence, ethical behavior, and social and environmental responsibility are important considerations in the investment selection process. Financial rewards can be achieved without undue compromise.

More details are provided in the following pages. Please contact us if you would like further information.

Sincerely,

Ron Beasley
President
Ronald W. Beasley, Inc.