David Wendell Associates Inc


325 Corporate DrivePortsmouthNew Hampshire03802United States View Map


$1 Million




(603) 427-0200


We focus on identifiable investment characteristics. We focus on companies in market segments that are expanding at above-average rates, with demonstrated track records and with the potential to grow at a superior pace. We favor financially strong companies that tend to do well in good times as well as bad times. We do our own investment thinking. Some firms outsource the research function while others outsource the investment decision-making process. Some firms outsource both functions. We have a disciplined process and we make our stock selections on the basis of our fundamental analysis and judgment combined with our regularly compiled extensive valuation and investment review. Our work is price sensitive. Our research and analysis of companies includes identifying stocks whose appraisals (price/earnings ratios) are attractive for current purchase. Our objective is to help our clients make good long-term investments, as opposed to merely purchasing the stock of a good company. We maintain a long-term perspective. Building a portfolio usually takes place over a period of many years. It is vital to have a well-defined investment plan and to stick with it over the long haul. If the stocks selected are those of well-managed, growing companies, with enough time an investor is likely to be well-rewarded for holding them. As part of our long-term perspective, we maintain a healthy skepticism for consensus-type thinking. We are cautious about opaque, exotic, and complicated investment concepts and we place a premium on common sense. The information provided herein represents the opinions of David Wendell Associates and is not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

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