What We Do

Investment Philosophy

Investment Philosophy

This strategy posits that all securities have a readily available market price as well as a long run fair value based on business performance.  In the short run, the fair value may be greater than, less than, or equal to the market price.

Positive investment opportunities arise when the fair value is significantly higher than the market price.  In situations where the fair value is lower than the market price, investment should be avoided.  Market price and fair value should converge in the long run.

We primarily use portfolio managers of no-load mutual funds who share this same philosophy to execute this strategy for our clients.

You can find more information on our firm’s financial philosophies here.

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