How do we manage portfolios?


  • We assess the annuity producing power of each company you are invested in to determine its earnings outlook
  • We value these companies based on their future earnings power
  • We construct portfolios with an eye on different investment attributes, that will perform in varying investment climates
  • We diversify by size differences, from small, emerging companies with high growth potential to larger, more established investment vehicles
  • We interview the management teams of these companies, understanding their philosophy and growth strategies in greater depth
  • We distinguish between true risk and volatility. Risk and volatility are not the same thing. Risk represents the ability of a company to achieve its profit objectives. Volatility simply represents market fluctuations that can present opportunities for investors, and tends to be fleeting
  • We are constantly reviewing new ideas to augment our portfolios with unique business models