When choosing an investment advisor, it’s important to understand what types of investment philosophy they follow. Ours is very straightforward. We believe that value investing outperforms broad market indices over time.
Within our institutional strategy, we identify companies based on four key attributes. Which are:
Our company philosophy guides us to make a point of not selecting companies that are difficult to understand, have highly leveraged balance sheets, are acquisition driven, or whose market share is declining.
When developing our investment strategy, we have a proven process that helps ensure we remain focused and true to your financial goals. Comprising of six steps, our investment process includes: