Our Equity Selection Process

Our Equity Selection Process

Our Investment Committee focuses on five fundamental strengths the businesses we invest in must have for long-term success.

Portfolio performance vs. building wealth

Portfolio performance is not the same as building wealth. The former helps facilitate the latter, true. But if you engage in the first and neglect the second you will likely fail to adequately preserve and enlarge what you’ve taken pains to accumulate. Today’s investment environment (the portfolio performance element) is one where exceptional returns are […]