Orion Capital Management LLC

An Independent Investment Manager Serving Individuals & Institutions

Our equity investment strategy is to create and actively manage a portfolio of stocks from a diversified group of companies that typically have excellent prospects for growth, strong potential for improvement of equity valuation, and high return-on-capital.  We search globally for our investments.

Prospects for Solid Growth
We seek to invest in companies that have a proven track record of profitable growth and a sound strategy for maintaining their growth.  We look for companies with a definable competitive advantage that we think can generate above-market revenue and earnings growth.

Upside to Equity Valuation
We often initiate an investment in a company when its stock is trading in the lower half of its historical valuation range.  By buying a stock when it is trading at a depressed valuation, we believe we afford ourselves a margin of safety and also put ourselves in position to benefit should the stock return to its average historical valuation.

High Return-on-Capital
We like to invest in companies that have shown that they can generate a consistently high return-on-capital.  Companies that generate significant cash flow are likely to weather economic downturns better than low-return companies and are in a superior position to undertake shareholder-friendly actions such as buying back stock, paying down debt, or increasing dividends.

In summary, our equity investment strategy is to invest in rapidly-growing, high-return companies at times when their stocks can be had for attractive prices.