Mission Statement

Personalized Asset Management Services

Our mission at NORTON FINANCE GROUP LIMITED is to provide the highest level of professional asset management on a personal basis. Integrity is foremost, and our responsibility is to our clients.

The objective of our growth and income strategy is to outperform the major market indices while controlling market risk consistently. Performance time frames are measured over one, three, or five-year intervals. This approach combines the selection of fundamentally strong companies along with strict adherence to the principles of technical analysis for entry points, price objectives, and risk management. Economic fundamentals in combination with the technical market conditions determine the degree of exposure to the equity markets. An economic progression analysis overview is utilized to identify major market turning points.

Stock selection with macroeconomics, a view of the world situation, is taken. This includes population trends, energy consumption, trends in technology, food consumption, political occurrences, interest rate trends, and much more. In microeconomics, the analysis is made of companies which participate in the areas of growing strength with the potential for increased value in earnings and ultimately in the appreciation of their market value. In these industry groups, we look for the market leaders and the companies that interact with them. We also look closely at the management of these enterprises.

Our selection process of the fundamentally strong core, cyclical, and growth companies with global enhancements along with strict technical management provides a portfolio with excellent value. It also offers high growth prospects and minimum risk exposure.

Core Position

A core position is a company that has demonstrated a steady progressive fundamental growth over the years. They also have excellent prospects to continue that growth that has been reflected in a corresponding development in its equity price.

Cyclical Positions

A cyclical position is a very interesting thing. This is a company whose fundamentals and corresponding security price is dependent on either the cyclical nature of the company's business or the overall economic business cycle.

Emerging Growth Prospects

Emerging growth positions involve smaller companies that are entrepreneurial in nature and are in the early phase of their business life cycle. They represent new technology, products, services, and concepts. From an income point of view, these investments tend to offer an increasing stream of dividend payouts. We will, at times, invest in interest producing bonds if we perceive value in comparison to the equity environment. These bonds include corporates, municipals, or treasuries.