How We Invest
We don’t think in terms of market theories, macroeconomics or industry trends. And we don’t rely on diversification or large portfolios to achieve average returns.
Our investing philosophy is simple — and we call it Confidence Investing — to generate sustainable above-average returns.
- We only invest in companies and assets that are well understood.
We avoid hype, high fliers and unsustainable business models regardless of current trends. - Based upon our analysis, we only purchase assets at an attractive price.
We are patient and will purchase during the inevitable “dips” that reach our price target.
We will also sell an asset if the market substantially over prices it. - The more confidence we have about an asset’s valuation, the more we invest.
Always looking forward, we will only invest more as our confidence in an asset’s performance grows.
We always invest using the same approach regardless of the asset class such as stocks, fixed income, a privately-held business or real estate. We are disciplined investors with a long-term perspective. Not compensated by commissions, we do not feel compelled to buy or sell and will happily sit on the sidelines awaiting opportunities rather than risk your hard-earned capital.
We render our decisions based on performance. Using fundamentals and business experience, we are uniquely positioned to grow and protect your capital.
Please contact us to discuss how our proven approach to investing can help you retire earlier and more comfortably than you ever thought possible.