Arthur Warton Schwartz

Securities broker/dealer

Financial service firm.

Blossom Investment Management invests globally in the alternative energy resources and clean sustainable technology sectors. They look for industry-changing technology companies that are socially responsible, environmentally conscious, rapidly growing and highly profitable. They seek companies that are dominant market leaders, that have strong business models, sound financials and experienced managements with track records of generating revenue and earnings growth. The firm's stock selection process employs both qualitative and quantitative research techniques. They also use technical analysis to optimize buy-sell decisions. Blossom observes strict risk management disciplines in the construction and management of portfolios. They adhere to a GARP investment style to provide investors with an underlying margin of safety. Blossom invests in companies with significant tangible assets, strong cash flows or high amounts of cash to add further downside protection. The firm also manages risk through portfolio diversification, position limits and, if appropriate, the use of conservative hedging techniques. While they concentrate holdings in the alternative energy and clean technology sectors, they generally hold from 40 to 60 stocks in a variety of industries and sub-industries, many of which are uncorrelated. Blossom hedges primarily with puts and calls on equities and ETFs that mirror market and sector indices.