A focus on technology has always been a hallmark of PCA’s equity investment philosophy, the IMS. Our use and focus on technology is evidenced in our IMS. We evaluate over 12,000 companies currently with U.S.-listed equity securities. We apply a proprietary investment discipline to each company’s most recent earnings, as well as its past earnings and earnings growth. Our discipline determines which equity securities to buy and which to sell, with the underlying belief that stable and increasing earnings will result in price appreciation and dividend potential over the long term. This focus on leveraging technology further expanded with our new partners. PCA currently utilizes a best-in-class technology platform with both client-facing and internal risk management programs. This techstack allows PCA the ability to not only better and more proactively service our clients, but also achieve greater operational efficiency.

While the IMS was originally developed with manual spreadsheets, slide rules and DOS processing, PCA now has an advanced cloud computing infrastructure.We refine our approach by leveraging new technology and emerging innovations to improve our equity security selection. This is also true for our overall technology platform, as we are constantly evaluating new vendors and options to ensure we are consistently meeting our clients’ needs.