One Investment Approach
Value Investing: To build real wealth, an investor must earn returns that outpace inflation. We believe that investing in quality businesses, at a discount to their intrinsic value, is vital to accomplishing this objective.
Three Equity Investment Strategies
Each equity strategy has concentrated portfolios seeking to preserve and grow capital over the long term.
- Core Value focuses primarily on mid-cap stocks
- Equity-Income centers on mid-cap, dividend-paying companies
- Small Cap consists of small businesses with long-term potential
Concentrated Portfolios: Client portfolios range from about 20 to 25 holdings. We get to know the management teams of the businesses behind the stocks and have a high conviction about these names — we want them to potentially have a meaningful impact on performance. In our experience, concentrated portfolios have a better probability of outperforming diversified ones over the long term.
One Fixed Income Investment Strategy
The fixed income strategy’s primary objective is capital preservation with income generation. This strategy may also be utilized in a balanced portfolio that seeks both long-term capital appreciation and current income.