Anderson Hoagland & Co.

Investment Strategy

Anderson Hoagland & Co primarily manages portfolios invested in publicly traded securities, including stocks, bonds, and ETFs. Their approach begins with formulating customized written investment policies reflecting client goals, time horizon, and risk tolerance. Equity portfolios usually contain 20-30 stocks selected for above-average total return potential through fundamental research and valuation analysis, favoring undervalued companies regardless of size. Stocks typically have a 12–36 month holding period. The firm also uses diversified, low-cost ETFs for tactical exposures. Bond allocations emphasize investment-grade issues, with a bias toward high-quality taxable and tax-exempt credits aligned with the firm’s economic outlook. Their philosophy centers on optimizing risk-adjusted returns, transparency, and measurable progress toward client objectives.