Research and design is the critical first step – and ongoing part of – a thoughtfully designed investment process
The end goal is to invest in quality companies trading at attractive multiples that consistently generate wealth for their shareholders.
Our goal is to outperform the index in the long run. We believe the best way to do it is to create a portfolio that looks very different from it.
We are striving to achieve a balance between diversifying to remove specific risk yet not too much to avoid ending up mimicking the index.
Minimal portfolio churning diminishes trading costs for investors. We invest with confidence, decisiveness and tax awareness in mind.
