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Our Fundamental Approach to Investing
Our investment strategy brings together the time-tested
benefits of value investing and asset allocation. Our objective is to provide our clients with a value, balanced oriented approach for their portfolios.
- Our Value Approach to Investment Selection: To improve our clients' expected returns, we seek investments trading below our fair value estimates.
- Our proprietary
financial models are used to calculate fair value estimates. Fair
value is based on a series of
assumptions about the expected growth rate of an investment.
- The decision to buy: By buying
investments trading below fair value,
our goal is to reduce investment risks while increasing long-term
returns.
- The decision to sell: By selling investments
trading above fair value, our
goal is to reduce investment risks while increasing long-term
returns.
- Our Balanced Approach to Asset Allocation: To meet our clients' income needs and to reduce their risks, our client portfolios are diversified across a variety of asset classes with an emphasis on value.
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