Who We Are
We are dedicated to long-term dividend growth investing.
We offer separately managed accounts to individuals, small businesses, and sub-advisory services to institutional investors. Our passion and our obsession is to make our clients wealthy and to improve their lives.
Our Philosophy
Our business is built on the simplicity and elegance of our dividend growth strategy, quality of our research and long-term approach to investing. We follow a few fundamental principles that always guide us: integrity, skill and honor.
In investing our main tenets are as follows:
Questions?
Research is crucial to understanding a business
- We analyze businesses with the intention of owning them “forever”
- Our proprietary research method gives us knowledge to make a right decision
- We invest in businesses, not just buy stocks
Long-term perspective makes all the difference
- We look beyond short-term volatility and market unpredictability
- We focus on a company’s ability to create wealth for our clients
- We think like the owners of a business
Successful investments are businesses focused on creating shareholder value
- Our investments typically benefit from extraordinary economic moat
- They have honest, capable and candid management
- They have a well identifiable growth potential for many years to come
Purchase price matters, but not all that much
- We buy great companies for reasonable prices
- We do not bottom fish and we do not buy second-rate businesses for any price
Research as continuous processes
- We conduct rigorous ongoing research throughout the life of an investment
- We do not manage risk, we embrace it.
- We do not give “stock tips” or consult on investments in individual companies.
A properly constructed portfolio of high quality stocks with reliable and growing dividends will have a corresponding increase in its value over time.