---
title: Investment Management | Active Portfolio Management | Talbot Financial - Talbot Financial, LLC
description: Talbot Financial offers active portfolio management through fundamental analysis and research-driven security selection. Value investing in Bellevue, WA.
author: Peter Watson
---

# Investment Management

# ### Investment Convictions

| Value style investing | Focus on balance sheet strength and sustainable growth |
| --- | --- |
| Active portfolio management | Fundamental analysis and research driven security selection. |
| Know what you own and own what you know | We invest alongside our clients in great companies we know and understand |

# ### Investment Process

We seek to generate alpha (excess return over S&P; 500 Total Return Index) through time by:

- Strategic views on **asset class allocations**
- Opportunistic perspectives on **industry sector weightings**
- Fundamental analysis for **security selection **(individual stocks and bonds)
- Emphasis on **free cash flow** generation and **Return of Capital** (dividends + share repurchases)
- Expertise in direct **real estate projects** for capital appreciation and income
- Focus on **tax efficient** trading for clients
- **Low and transparent fees**, avoiding typical multi-level expenses at mutual fund and investment advisor