We provide investment advisory services to institutional clients. We follow a conservative, long term approach for our clients, investing in high quality equity and fixed income securities.
Our firm is a Registered Investment Advisory Firm. As such, we act in a fiduciary capacity, which requires the investment professional and firm to always act in the client’s best interests
We follow a basic approach to investing that focuses on quality (balance sheet strength), current income (dividend yields), cash flow, and valuation. We take a long term view, do not focus on quarter to quarter performance, and believe in patient investing.
Our Investment Approach
In selecting investments, we strive to avoid a permanent loss of capital while also positioning for real growth. We seek to accomplish this by identifying attractively priced, high-quality companies that possess some or all of the following characteristics:
- Above-average financial returns and a strong balance sheet
- Access to large and growing markets
- A unique product, service, or asset that is difficult to replicate
- Able management with a track record of acting in shareholders' best interests.
We employ a rigorous, disciplined investment approach in giving out financial advices and/or constructing client portfolios, including detailed financial analysis. We also continuously monitor long-term economic trends and global financial markets in order to identify risks and opportunities.
It is our strong belief that our value-oriented philosophy and independent perspective help us protect our clients’ capital while delivering attractive long-term returns.