Ozols Investment Management Ltd

The primary focus of Ozols Investment Management is active money management. Major market sectors within the United States and foreign markets are used to construct portfolios. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. In some instances a passive buy and hold strategy may be appropriate for particular clients. Active money management is different from a passive buy and hold strategy in that active management attempts to limit declines in declining markets and take advantage of rising markets.

The philosophy of the firm is not about daily trading, but is more intermediate term in its nature. The firm’s investment strategies are based on relative strength of investments and trend following, not forecasting the future. Active money management is an attempt to own investments that are exhibiting the best relative strength and avoiding areas that are showing lack of momentum.