Investment Philosophy

A Well-Disciplined Approach

Capitalizing on Market Inefficiencies

Markets are inefficient in the short term; fear and greed create opportunities for the long-term investor.

Decoding Intrinsic
Value

Share prices often fluctuate above/below their intrinsic value (our estimate of a company’s economic worth).

Unlocking Investment Potential

Fundamental research uncovers opportunities to capitalize and to manage risk.

Disciplined Investing

We invest only if our proprietary research suggests a stock is undervalued.

Balancing Risk and Reward

Higher-yielding stock portfolios can provide attractive total returns with downside protection.

Bringing it Together
This approach may offer a higher probability of success. We aim to help advisors and clients navigate markets regardless of the investment environment. We require all our companies to have underlying growth and to be priced at reasonable valuations. It is this combination that allows for superior long-term performance. Our strategy has historically resulted in above-market performance across the decades regardless of the overall market’s direction. Historically we have outperformed during difficult bear markets but have still participated in bull markets. We have generally lagged at the tail of bull markets as the market moves into a speculative stage.
Illustrative purposes only

Our Key Drivers for Success

  • Investment team structured for accountability
  • Disciplined decision-making process
  • Repeatable and transparent process
  • Disciplined analytical skills
  • Proactive sell discipline process
  • Agility of a “boutique” manager
  • Co-investments with clients
  • Focus and Experience
  • Seeks strong performance over full market cycles

Our core values drive our success. Our client’s best interests always come first, and the highest ethical standards must always be followed. Our goal is to exceed client expectations, which is always ongoing. Achieving excellence is our firm’s most important business objective.

Dividend Value

Features high dividend yielding stocks that are growing their earnings, increasing their dividends and trade at a discount to our calculation of intrinsic value.

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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.