• Our investment philosophy reflects the teachings of Benjamin Graham and Warren Buffett.
  • We apply a clearly defined disciplined approach to Value Investing.
  • Value investing is the process of buying assets for significantly less than the true “intrinsic” or business value to a rationale purchaser.
  • A consistent, sustainable investment process is vital to weathering all economic climates. The strength of our investment philosophy is based on an unwavering commitment to investing in quality businesses.
  • We believe these quality companies possess sustainable competitive advantages, creating value as profitable businesses that can, over time, provide attractive returns with less risk than the overall market.
  • We maintain a long-term focus and do not attempt to keep pace with all markets.
  • We believe trying to keep pace with the market in all environments promotes poor decisions and increases the probability of making mistakes.
  • The philosophy that guides the management of our portfolios is built on fundamental analysis and traditional principles.

"Successful Investing takes time, discipline and patience ... "

- Warren Buffett

"The stock investor is neither right or wrong because others agreed or disagreed with him; he is right because his facts and analysis are right."

-Benjamin Graham, The Intelligent Investor