Philosophy & Approach

Our Investment Philosophy

We believe that long-term successful investment results are achieved by investing in high-quality, growing companies at reasonable valuations. Our investment decisions are based primarily on long-term, fundamental, company-specific considerations —not market timing.

Our Client Approach

Personal attention and tailored guidance are central to our process. To do our job well, we feel it is important to understand your history, your values, and your unique objectives. It is our goal to develop a long-term relationship with each client based on open communication and earned trust. We partner with you to develop an appropriate set of investment objectives and asset allocations based on your financial goals, liquidity needs, and risk preferences. Portfolios are then constructed from a combination of stocks and bonds that have been thoroughly researched and meet our criteria for quality, growth, and valuation.

Our Investment Approach

In selecting investments, we strive to avoid a permanent loss of capital while also positioning for real growth. We seek to accomplish this by identifying attractively priced, high-quality companies that possess some or all of the following characteristics:

  • Above-average financial returns and a strong balance sheet
  • Access to large and growing markets
  • A unique product, service, or asset that is difficult to replicate
  • Able management with a track record of acting in shareholders' best interests

We employ a rigorous, disciplined investment approach in constructing client portfolios, including detailed financial analysis, contact with management, and various checks with industry sources. We meet regularly to review company developments and evaluate new investments. We also continuously monitor long-term economic trends and global financial markets in order to identify risks and opportunities.

It is our strong belief that our value-oriented philosophy and independent perspective help us protect our clients’ capital while delivering attractive long-term returns.