Our Approach: Rigorous. Disciplined.
We consistently apply the same disciplined approach across all strategies, regardless of the market environment.
- We look for profitable and stable companies.
- We look for companies that have generated predictable and sustainable earnings growth.
- We look for high quality characteristics that will enable a company to maintain a high return on equity and moderate leverage.
- We look to buy and hold shares that are selling below our appraisal of their fundamental business value.
- We build concentrated portfolios using a common sense approach to risk diversification.
Watch the video below to learn about our 5-Step investment process.