Approach
Investment Philosophy & Approach
Our 3 Pillars of Excellence: Approach, Research and Process
Our Approach
We aim to remove emotion from the process.
We utilize proprietary stock screens to generate ideas with a lean toward asset intensity for downside protection.
We use many different valuation approaches with a preference toward companies who can generate cash.
We will review several scenarios including an analysis of bearish scenarios.
Our team is constantly researching to better understand companies in order to generate stronger model inputs and projections.
We own deeply undervalued securities with tremendous upside.
Our Research
Research drives the investment process.
Over 25 years of investment experience.
Independence from outside "Groupthink."
Team cohesion and support.
Consistent adherence to Value principles.
Use of advanced modeling.
Review results and mistakes as a team to gain from the experience.
Our Process
Our repeatable and rigorous process aims to earn the trust of clients. Steps include:
Identification
Confirmation
Construction and Monitoring
Strong Sell Discipline
