The Principles
Adhere to a disciplined approach
In our experience, a disciplined approach is the best way to mitigate the risks of investing, while taking advantage of the opportunities. Our portfolios follow an established, proven discipline for both buying and selling securities.
Always own high-quality companies
Our approach is designed to achieve above-average returns over the long term. To accomplish this, our portfolios only owns securities that we believe are the highest quality based on our in-depth research and evaluation.
Maintain the right balance of sectors
Stocks in the various sectors of the economy perform better or worse at different times, due to changing economic and market conditions. To optimize performance, we adjust the balance of sectors in our portfolios based on the most up-to-date outlook for the economy and the market.
In consultation with a member of the Bizzarro Group, we shall help determine your investment objectives and tolerance for risk. Based on these inputs, as well as your other investments, the Bizzarro Group will help you select the "mandate"—or investment style—that best suits your needs. For example, there are portfolios with mandates that focus exclusively on equities from the United States.
