Dower Strategic Capital, Inc.

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.

Roman Aqueduct at Pont Du Gard in Nimes on the French Riviera. History still alive.

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

Worth doing well

We aspire to hold a few dozen superior positions rather than a hundred average ones. We strongly believe that casual investing increases risk rather than reducing it, and if we do not have the confidence to place a significant portion of our portfolio in an investment, we must reconsider whether to make it at all. That is not to say that all investments will be of any particular size, and it does not disregard the common sense not to put all one’s eggs in one basket. We hold to the principle that anything worth doing is worth doing well.

A lighthouse prevents boats from crashing into the rocks.

Actively managing Mr. Market

Mr. Market turns up every day at every shareholder’s door offering to buy or sell shares at some price. Often, his price seems plausible, but sometimes it is ridiculous. We are free to either trade with him or ignore him completely, and he’ll be back the next day to quote another price. On most days, the price is reasonable and justified by the business’s prospects. However, at times, it’s a little short of silly. Do not fall under Mr. Market’s influence but rather learn to take advantage of him. He’ll be back tomorrow.