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Pawleys Growth Fund

About Pawleys Growth Fund

Long-only concentrated portfolio of stocks with little or no debt, strong earnings growth, and rock-solid cash flow. Primarily large and mid cap growth companies. Objective is to outperform the S&P 500. Founded in 2010.

About the Creator

Kathryn Schwartz has over 30 years of industry experience, including time at Dean Witter and Charles Schwab. She specialized in areas including institutional equity trading, and spearheaded development of new portfolio management processes. From 2004-2009, she led operations for a start-up, and advanced the company from angel-investor private-equity financing to an initial public offering of stock. In 2009, she relocated from California to the beautiful coast of South Carolina, where she founded Pawleys Investment Advisors and Pawleys Capital Management. In 2012, Kathryn was appointed by the Financial Industry Regulatory Authority as a securities Arbitrator. A Columbia University, New York, NY graduate holding her B.A., Kathryn also holds a Master’s Certificate in Six Sigma Process Improvement from Villanova University in Philadelphia, PA.

Activity

Total Rebalances2
Last RebalanceJun 18, 2026

Posts by Creator

Changes:SPY +4.0%AMAT +10.4%IESC +2.1%IBKR +1.1%CRUS +1.1%

$PAWGROWTH Terms of BLD merger with QXO do not look favorable. With high institutional ownership shareholders will not likely get $505/sh cash, but a split of cash and QXO shares. BLD’s strong balance sheet and earnings will be diluted when the companies combine due to QXO’s poor numbers. We’re out, replacement coming soon!

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