Investment Philosophy

Quality

We do a thorough study of a company’s management, business strategy, consistency and history. We find significant variances within the corporate world and focus only on the highest quality investments.

Growth

The essential characteristic for investment success is growth. We study growth in sales, earnings, cash flow, dividends and business strategy.

Value

By carefully determining value, we avoid overpaying and build a margin of safety into our investment process.

Diversification

Working closely with you and your family, we will help you prioritize your goals and make recommendations that fit your life, your age, and your values. We will customize a plan that can meet your goals and objective. We are happy to collaborate with outside advisors such as attorneys or CPAs when needed.

Long-Term Outlook

We believe in Capitalism and the strength, resiliency and innovation of the US economy and look for long-term themes that exploit evolving economic opportunities. Currently such themes include:

• Energy: The world and especially the U.S. are undergoing a revolution in new and more efficient sources and usage of energy which we believe will have long-term, major investment implications.
• Agriculture: The US is the world’s greatest agricultural power and our economy will answer one of the world’s greatest challenges — hunger.
• Manufacturing: The U.S is undergoing a manufacturing renaissance driven by our advantages in technology, cheap energy, innovation, infrastructure and the general resilience of our economy.
• Housing: Housing is beginning to rebound. Housing-related activity impacts 23% of our economy and is an important, positive factor for the foreseeable future.
• Global Growth: Economies outside the U.S. offer the greatest long-term growth opportunities but also carry greater volatility, risk and uncertainty. This creates significant investment opportunity within a selective strategy.