Performance Driven Investing

Tradition Investment Management manages equity portfolios comprised of superior-quality companies that pay high dividends, are growing earnings, cashflows and dividends, and trade at a discount to our calculation of intrinsic value.

We are a registered investment advisor striving to deliver superior risk-adjusted returns to advisors, our clients, and their families.

Growth Trumps Value

The price of a stock or its “valuation” is always important. However, our decades of experience indicate that growth is the number one factor for investors to consider before purchasing an equity. Combining growth and valuation leads us to own high-quality companies that have sustainable and growing businesses and trade below our estimates of intrinsic value.

Growth Provides Higher Retirement Income and Wealth

A stock of a company with a 4% yield growing at 9% can be a spectacular buy for an income or retirement investor if purchased at the right valuation, a stock price below its intrinsic value. In eight years, the dividend will have doubled; if the stock yield stays at 4%, the stock will also have doubled. The importance of growth, even for income investors, cannot be overstated.

Growth Drives Business and Stock Values Higher

The quality of the business determines growth in revenues, earnings, and free cash flow. Big winners in “Growth Stocks,” more than 12% growth, and “Hypergrowth,” more than 20% growth, are determined by the qualitative business fundamentals. Valuation is less important than the level and duration of the high growth. For a company with 25% growth for ten years, today's purchase price does not need to be precise because the compounding effect of “Hypergrowth” will result in the company being 9.3 times larger in ten years than it is today. This does not mean you can buy it at any price, but it does mean you can buy it at a multiple of the valuation of an average stock.

History

Tradition and its predecessor companies have a long record of providing above-market returns through a repeatable and sustainable investment process.

Co-Invest

We invest our own money alongside our clients in the same strategies. 

Long-Term

We are investors in quality businesses with a typical holding period of 3-5 years. 

We invest based on business value drivers, such as: Innovative Products Great Brands Dominant Distribution Exceptional Resources Essential Patents Formidable R&D Management & Leadership

 We focus on the business fundamentals such as products and services, brands, patents, distribution, resource base, and management. We believe that the stocks of superior companies will overtime produce solid investment returns for our clients.

Read About our Investment Philosophy

More Information

Our contact for more information.

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Equity Strategy

Read about our Dividend Value strategy.

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About

See more information about Tradition and our experienced team of investment professionals.

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Julie Brown

Mrs. Brown is an Equity Investment Analyst at Tradition Investment Management with a unique blend of creative and financial experience. She works with the Portfolio Managers to analyze companies and prepare reports.

Before joining Tradition Investment Management, Julie ran a successful freelance business as a production artist. This experience in the creative world has given her a deep understanding of the internal operations of various industries and allows her to offer unique insights when it comes to investment opportunities. Julie holds an undergraduate degree in German Language with a specialization in International Finance from Florida State University, which has equipped her with a comprehensive understanding of global financial markets. During her time at university, Julie volunteered at the Center for New Liberalism, an offshoot of the Progressive Policy Institute (PPI). This experience further honed her analytical skills and reinforced her commitment to responsible, impactful investment strategies.

CHIEF OPERATING AND COMPLIANCE OFFICER

Hunter Halliburton, mba

(423) 782-6183

[email protected]

Mr. Halliburton is the Chief Operating Officer and Chief Compliance Officer at Tradition. Prior to Tradition, he worked during the last 16 years as a registered representative helping individuals and families plan for their financial futures.

He initially started with PFS Investments in 2006 and in 2014 he went independent, offering investments through Quest Capital Strategies, and finally through SA Stone Wealth Management, Inc. Mr. Halliburton is registered as an Investment Advisor Representative (Series 65). He holds a Bachelor of Science degree from the United States Military Academy at West Point, graduating in 1993, and earned an MBA from the University of Tennessee in Knoxville in 1998. He retired from the United States Army Reserve, and has worked in both the petroleum and pharmaceutical industries. He is married to Amy Halliburton, and they have three children, Hannah, Ella, and Aaron.

managing Director

Head of Marketing and Investor Relations

Art Williams

(561) 406-6765

[email protected]

Mr. Williams is a Managing Director and Head of Marketing and Investor Relations at Tradition. He has 36 years of experience in financial services.

Before joining Tradition, he was a Lead Advisor at CIG Capital Advisors. Prior to CIG, he was Head of Business Development at Disciplined Alpha, a long short equity hedge fund, and had the same role at Doric Capital, a long short equity hedge fund based in Hong Kong. Previous positions include Chief Operating Officer of Federal Street Partners, a fund of hedge funds whose assets peaked at $3.5 billion, and Co-President of Pine Grove Associates, a fund of hedge funds whose assets peaked at $2.5 billion, which was sold to Man Group PLC. Mr. Williams also established and managed the international institutional equity sales businesses for Morgan Stanley and Merrill Lynch in the Midwest, Texas, and Canada. In addition he managed the Northern Trust International Select Equity Fund. He has won the national platform tennis championships in three age categories, been ranked number one in the country five times, and was the co-captain of the Lafayette College men’s tennis team. He has also won the Distinguished Service Award from the Slattery Detachment of the Marine Corps League twice. Mr. Williams attended Vanderbilt University and holds an A.B. in American Studies from Lafayette College.

Mr. Williams holds the Series 7, 63 and 65 licenses from FINRA.

FOUNDER

Chief Investment Officer


Benjamin C. Halliburton, CFA

(673) 699-3890

[email protected]

Mr. Halliburton is the Founder and Chief Investment Officer at Tradition. He has been named PSN Manager of the Decade for two separate decades. He has over 35 years of professional investing experience.

Mr. Halliburton was the founder of Tradition and its predecessor companies. Prior to the predecessor companies, he was a partner, portfolio manager, research director, and investment policy committee member at Brundage, Story and Rose, which Bessemer Trust acquired, where he was responsible for the firm’s equity selection process and designed, developed, and managed the firm’s Disciplined Growth Strategy. Mr. Halliburton holds the Chartered Financial Analyst designation and earned an MBA from Duke’s Fuqua School of Business in 1990, where he was distinguished as a Fuqua Scholar. He earned a Bachelor of Science from Vanderbilt University, graduating Magna Cum Laude in 1985.