We invest to own companies, not to speculate.
Our advisory practice focuses on conservative, value-based fundamental analysis with a strategy built on investing in dividend-paying U.S. multinationals with stable long-term growth and low debt (like Coke, Intel, Johnson & Johnson, and Mattel). Through active management, we generate superior returns while protecting your principle.
Using separately-managed accounts with an independent custodian, we provide security and transparency to each client. You will have access to your account anytime, anywhere. By block trading our clients alongside our own investments, we minimize transaction costs.
Our commitment to our clients
- Candidly report on our investments and performance
- Never accept direct or indirect compensation other than our fee
- Manage our money alongside our clients; eat our own cooking
Our guiding principals
- Invest as an owner of companies, not as a stock trader
- Take advantage of Mr. Market (price volatility)
- Maintain a margin of safety
- Invest within our circle of competence