Long-term, value-based investment style
We like to buy businesses, not stocks. For us it’s all about the business model, the management team and the board of directors. It’s our style to engage with executive teams and challenge them in a thoughtful and constructive way to enhance the value of the business on behalf of stakeholders. We have built a reputation amongst our clients and in the industry for our involvement and deep due diligence. It’s just the way we like to do business, and it’s what differentiates our advice from others.
We buy businesses, not stocks
We buy businesses we understand and believe in. We look at each company with the conviction that we may own it indefinitely; and keeping our money fully invested alongside yours clarifies our commitment to that sense of ownership.
We recognize the power of business models
Each company is distinct, and a business’ success is heavily tied to it’s unique method of generating value for its customers and stakeholders. In the extremely competitive modern era, we find it essential to fully understand how certain companies continue to outperform, so we can participate in that success with our clients. We deeply understand the unique composition of every company we own, so we can predict how changing market conditions will affect your returns.
We deeply understand intrinsic value
There is nothing more important in identifying opportunity than understanding the true value of the businesses we buy. Simply put, price follows intrinsic value and equity markets outperform over the long term with exceptional consistency. Knowing intrinsic value allows us to discern between fluctuations in price and real risks to business model viability. Overreactions in the markets can offer us the ability to buy great companies at great prices.