The Investment Committee meets for about three hours every other Wednesday morning. 

The meetings typically begin with a review of our research on an investment theme or our rigorous underwriting of specific companies. After Bill Stephens presents his qualitative research and Kelly Cusson goes over her detailed financial modeling and analysis, committee members ask questions, probe our investment thesis and pose various risk scenarios. This input helps shape investment decisions in accounts managed by Bradway Financial as well as in the Bradway Capital Insight Fund.

The second half of the meeting is devoted to a presentation by an expert guest speaker or by a member of the committee. The topics covered are designed to increase our understanding of an economic trend, industry or business.