Independent Research

Independent Thought

We perform our own rigorous, company by company, independent research focused on the achievement of consistent, attractive, long-term investment results. The investment decisions we make are the result of our own careful thought and analysis, rather than relying on the opinions of Wall Street analysts who cater to the short-term, emotion-driven investment community.

Focus

Our research efforts are focused only on a select group of companies, within our circle of competence, allowing us to gain deeper insights into a company’s operations. By developing a familiarity with these companies over a period of years, we are able to seize buying opportunities in a more timely and convicted fashion.

"You are neither right nor wrong because the crowd disagrees with you. You are right because your data and reasoning are right."

~ Benjamin Graham, The Intelligent Investor