|
Process
and Performance
Investment
Process Overview
The investment team at Maritime sets out to
identify and qualify companies which can demonstrate a
sustainability of earnings growth. Is the company a
beneficiary of a dependable driving force in the economy?
Can the company maintain its competitive position? Does
its balance sheet demonstrate an ability to finance growth for
the long haul? Does the company have the depth and
quality of resources, such as management or research &
development to maintain its growth?
Satisfactory companies are placed on our
Master List, which is a precursor to inclusion in portfolios.
Performance
History
|
Year |
Maritime |
Russell
1000 Growth |
|
2006(Thru
2Q) |
-0.40% |
-0.93% |
|
2005 |
4.13% |
5.27% |
|
2004 |
4.00% |
6.30% |
|
2003 |
39.29% |
29.76% |
|
2002 |
-21.90% |
-27.89% |
|
2001 |
-1.70% |
-20.42% |
|
2000 |
9.47% |
-22.43% |
|
1999 |
41.83% |
33.14% |
| 1998 |
23.41% |
38.72% |
|
Annualized
as of June 30, 2006 |
|
1 Year |
6.88% |
6.11% |
|
3 Years |
9.03% |
8.34% |
|
5 Years |
3.42% |
-0.77% |
| 7 Years |
5.42% |
-3.63% |
| Inception |
8.72% |
2.11% |
|
