The Southport Difference

We believe Southport’s point of difference is relatively simple, straightforward, and boils down to one basic principle: discipline. Discipline expressed in:

Macro Analysis. Macroeconomic factors often are an overlooked step in the investment process. We perform a frequent disciplined macroeconomic overview followed by sector analysis to determine the best sectors for investment based on domestic and global economic conditions. Taking this crucial information to use, we position portfolios to best take advantage of the macro trends. Only after our strategy is in place, do we take the next step in evaluating individual positions in securities.

Quantitative and Qualitative Research. Utilizing our in-house research department, we look at every potential investment from every possible perspective; evaluating objective measures like P/E ratios and historical return on equity, as well as more subjective factors like management strength and corporate ethics.

Our Investment Selection Process. If a particular stock makes it through our research screen, it must then go before our entire portfolio management team. At this point, each one of our professionals is given the opportunity to examine and test every investment recommendation. Only when a stock passes this intense level of scrutiny is it added to our portfolio.

Constantly Evaluating / Adjusting. We pride ourselves on meticulously reviewing portfolios on a regular and timely basis to make tactical changes that better position portfolios.

Our Index Exchange-Traded Funds Strategy. To further diversify holdings, Southport Capital includes the use of ETFs in portfolios where appropriate.

Relationship Management. We recognize that any claims regarding investment research or investment selection are meaningless if there isn’t first unshakable trust in the relationship. When you select Southport Capital you can be confident that we will treat your assets as if they are our own. In addition, we believe in the clear communication and absolutely no surprises so we’ll constantly keep you updated with quarterly and annual reviews, as well as more frequent updates as circumstances dictate.