Peterson Capital Management has currently opened its doors to 20 additional qualified investors.

Contact us for more information.

The latest financial crisis has proven once again that global markets are volatile and ever changing. Those with deep knowledge of finance grounded in value and fundamentals have been able to weather the storm and seize opportunity in the aftermath. Currently, financial markets are offering sales with assets selling at enormous discounts to intrinsic value. Over the long term, the prudent investor will profit handsomely from this special occasion.

Warren Buffett reminds us to “Be fearful when others are greedy and be greedy when others are fearful.” At Peterson Capital Management we see the recent panic as an opportunity and this may be the opportunity of your lifetime.

FUND OBJECTIVE

Peterson Capital Management, LLC (PCM) has three primary objectives:

1. Capital preservation
2. Limitation of downside risk
3. Capital appreciation that outperforms our benchmark, the S&P 500

The Fund's investment objective is long-term capital appreciation.  In pursuing this objective, the fund focuses principally on opportunities that it believes are undervalued at the time of purchase and have potential for growth.  A guiding principle is the consideration of common stocks as units of ownership of a business and the purchase of them when the price appears low in relation to the value of the total enterprise.  No weight is given to technical stock market studies.  The balance sheet and earnings history and prospects of each investment are extensively studied to appraise fundamental value. 

While the Fund often invests in U.S. companies, it operates at the intersection of value and emerging markets and will invest in foreign securities.  The Fund is not required to be fully invested in common stocks and engineers proprietary structured products designed to purchase shares below market prices.  All opportunities are pursued with a long-term mentality and no decisions are made in haste for temporary gain.  PCM limits investment turnover to reduce frictional costs (e.g. taxes, transaction fees, etc.) and ultimately increase limited partner returns.  Frictional costs, if not contained, will erode returns over time and we look at every opportunity to maximize gains.