Whether we are researching new investment opportunities, closely monitoring current positions or keeping a watchful eye on developing risks in global markets, clients’ portfolios are our top priority.
Over many decades, we have developed a time-tested investment strategy. Here are its hallmarks:
The equity core of our portfolios is comprised of some of the most well-known global companies. We look for businesses with high and stable profit margins, high barriers to entry, strong balance sheets and well-recognized brands.
- Value Focused
We stay away from investment fads and seek out bargains where low expectations prevail.
- Risk-Management & Defensiveness
The mission of our firm is to not only grow portfolios, but to also protect and preserve wealth. We have a strong track record of being defensive for our clients during difficult markets and utilizing various strategies to attempt to moderate volatility.
We take advantage of distressed sellers wherever the opportunity presents itself to pursue enhanced returns. Rather than sticking with a rigid or stodgy formula, we will modify our clients’ allocation as conditions evolve and as new opportunities arise.
No strategy is guaranteed to achieve the desired outcome.