Our focus is
purely on
the data.
In evaluating investment opportunities in the financial markets, one of the biggest challenges is sifting through all the clutter. Our investment discipline focuses on earnings data to aim for stable, consistent growth.
A strategy employed for decades. Now with a modern twist.
When Brian Foley (father to one founder and uncle to the other) created our investment discipline in 1975, he evaluated equity securities the hard way: with pen, paper and a stack of over 300 earnings reports. Now our investment discipline leverages technology to analyze a significantly larger universe of potential U.S.-listed equity securities (currently over 12,000). Only the securities of those companies with our required earnings characteristics are eligible – regardless of Wall Street hype.
The discipline endeavors to find those securities most likely to outperform the market, seeking predictable returns and never chasing the latest shiny object.
The discipline endeavors to find those securities most likely to outperform the market, seeking predictable returns and never chasing the latest shiny object.
As investors, we all have biases... companies or industries we like or don't like, or our own predictions about the future. Podesta's goal is to take those biases out of the equation and focus on data. That's all that matters.
Christopher M. Burke
President & Co-Founder
Podesta Capital Apollon
Contact us.
Our proprietary investment discipline is reshaping the landscape of portfolio selection and management. Reach out to learn more.
Disclaimer
Advisory Services offered through Podesta Capital Apollon a d/b/a of Apollon Wealth Management, LLC, a registered investment adviser. For information pertaining to the registration status of the firm, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).
No Individual should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after the engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
Be sure to consult with an adviser of the firm and/or a tax professional before implementing any strategy discussed herein.