Investment Philosophies

Equities

At The Killen Group, we adhere to a strict value approach to investment management. Our equity selection process focuses on undervalued, temporarily out-of-favor securities with sound fundamentals. We believe a diversified portfolio of such securities, constructed over time in a disciplined manner, will provide superior long-term performance while reducing risk during volatile markets. Our portfolios are diversified by the number of holdings, industry sectors and by a range of market capitalizations. Although we are constantly working to enhance our clients’ investment returns, the one constant is our value philosophy.

Fixed Income

The Killen Group seeks value in investment grade and high-yield corporate bonds, including convertible bonds. Many of our bond positions are in companies undergoing fundamental, positive changes. Bond maturities generally align closely with the benchmark indices as we rely primarily on our credit analysis and security selection process to add value.

The composition of the fixed income portion of our clients’ portfolios is dictated by prevailing economic and market conditions. We analyze credit quality, sector yield spreads, interest rate sensitivity and the shape of the yield curve. Central to our fixed-income approach is the preservation of principal in inflation-adjusted terms.