Phocas Financial selects and manages equity investments for institutional investors,
individuals and investment advisors. We specialize in Small Cap Value and
Large Cap Value equities, Real Estate Investment Trusts ("REITs"), and Income Equity
strategies. We aim to deliver attractive long-term returns with low turnover and moderate risk.
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For investors looking for better long term returns than provided by the
large cap market, Phocas Financial offers
small cap value equities portfolios. Phocas'
refined investment methodology seeks out sound small cap equities which are significantly
undervalued relative to their business fundamentals and peer group.
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We create and manage separate investment portfolios tailored to our clients'
particular investment goals. Our Equity REITs portfolios
are composed of 25 to 40 REIT stocks which are expected to provide excellent
long-term total returns versus related benchmarks with moderate investment risk.
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For those investors seeking higher current income than offered by the broader
domestic equity markets, we manage
income equity portfolios
invested primarily in preferred equities, REITs,
and dividend paying value equities.
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Phocas Financial also offers portfolio planning and management
to private clients.
We seek to provide these clients with diversified portfolios tailored to their
individual investment goals and risk tolerance.
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Phocas Financial's patient, methodological approach to investing is designed to
help our clients achieve long-term investment success.
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