FIRM PHILOSOPHY STRATEGIES INVESTMENT TEAM CONTACT
Investment Advisory Firm - McGlinn Capital Management
Strategies

Sell Discipline

In order to maintain flexibility and take full advantage of the market, we employ a sell discipline under the following conditions:
  • Strategic sector shifts and/or pursuit of alternative, more attractive opportunities
  • Rising positions are trimmed to adhere to our original weighting strategy
  • Fundamentals materially change or cycle fails to materialize
  • Initial price objectives achieved


Wealth Management - McGlinn Capital Management