The VERONA 30 is an evolving list that will change depending on our continuing research. These companies can be large, medium, or small cap. Our research is a neverending process that constantly is evaluating our companies and the general market.
When we feel that the fundamentals of a specific company have weakened or it reports poor earnings or earnings forecasts start getting revised downward, we will remove the company from the VERONA 30 and, therefore, sell it.
Our extensive research includes evaluating:
• The management of the company
• Financial statement analysis
• Relative market valuation
• Analysis of the companies' customers and competitors
• Wall Street research analyst reports
Michael Armijo received his Bachelor of Science degree in Business Adminstration from Cal State University, Sacramento. He manages money for high net worth individuals and small business companies, providing diversified portfolio management with a select choice of stocks, bonds, cash equivalents and real estate investment trust-type investments based on the needs & objectives of clientele.
Michael was formerly an Investment Specialist III at Charles Schwab & Co. Michael founded Verona Capital Management LLC in 1999 and is a member of Schwab Advisor Services at CHARLES SCHWAB INSTITUTIONAL GROUP.
Alan Freiman received his MBA in Finance from the Wharton School at the University of Pennsylvania. He worked for the Investment Banking firm of Kidder Peabody for over ten years. He also worked in the commercial real estate business managing and owning properties on the West Coast. Alan has been working for Verona Capital since 1999.
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