Philosophy

At the heart of Mazama’s investment philosophy is the belief that people are the most important factor in determining a company’s success. We track changes in key personnel and employee ownership and often interview new and former employees to give us an edge in evaluating companies.  Understanding people is a critical part of our research process.

We believe that our rigorous qualitative and quantitative research process allows us to buy quality, timely companies at a good valuation relative to expected ROE and EPS growth rates, enhancing our opportunity for attractive gains while minimizing the risk of downside price movements. We call this “The Winning Strategy”.

Competitive Advantage

Mazama's Investment Team

• Chief Investment Officer Ron Sauer has been the lead manager of all portfolios since inception.
• The Investment Team consists 10 full time investment industry specialists with over 150 years of combined experience.
• Team members also invest in our portfolios, demonstrating a deep commitment and belief in our investment process.
• Mazama is employee-owned.
  
  

Unique and Timely Information Gathering

• The sector specialists spend over half their time traveling for research.
• The investment team is expected to spend a combined 300 days at industry conferences and events.
• Regular on-site meetings with our portfolio companies.
  
  

Price Performance Model

• The proprietary Price Performance Model has been used for over 20 years as a stock picking and portfolio management tool, and has been the cornerstone of Mazama's buy/sell discipline since the inception of all products.
• Provides a discipline, structure and repeatable process that is used consistently by every member of the Mazama investment team.
• Provides a qualitative and quantitative framework to identify, evaluate, track and rank stocks with attractive ROE and high earnings growth.

The Price Performance Model has been the cornerstone of Mazama's buy/sell discipline since inception of all products.