Novapoint Capital, LLC

Investment Strategy

NovaPoint Capital focuses on long-term investing, primarily in publicly traded companies that pay dividends. The firm employs a dividend growth investing strategy, constructing diversified equity portfolios typically composed of 30 to 50 stocks, selected using proprietary research. NovaPoint seeks companies run by shareholder-oriented managers, buying when the market price is at a significant discount to intrinsic value and selling when full value is recognized or if fundamentals deteriorate. The firm also uses equity REITs for real estate exposure, mutual funds/ETFs for smaller or specific asset class allocations, and fixed income strategies tailored to each client's objectives and risk profile. Investment policy statements are customized for each client to address unique goals and tolerances.