Investment Management

Investment Convictions

Value style investing
Focus on balance sheet strength and sustainable growth
Active portfolio management
Asset class and security selection are superior to passive portfolio management
Know what you own and own what you know
We invest alongside our clients in great companies we know and understand

Investment Process

We seek to generate alpha (excess return over S&P 500 Total Return Index) through time by:

  • Strategic views on asset class allocations
  • Opportunistic perspectives on industry sector weightings
  • Fundamental analysis for security selection (individual stocks and bonds)
  • Emphasis on free cash flow generation and Return of Capital (dividends + share repurchases)
  • Expertise in direct real estate projects for capital appreciation and income
  • Focus on tax efficient trading for clients
  • Low and transparent fees, avoiding typical multi-level expenses at mutual fund and investment advisor