Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial ...

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Seeks capital appreciation by investing primarily in small- and mid-capitalization companies. The performance shown in this document represents past performance. Past performance is no guarantee of ...

Process: Utilizes a “growth-at-a-reasonable price” (GARP) framework and identifies high-quality stocks by focusing on consistent growth of capital and lower volatility; the portfolio seeks ...