Aggressively pursue superior investment returns for our clients through active portfolio management.
Diligently focus our time, energy and resources into investment ideas that we understand.
Continuously seek investment in companies with strong track records of success and competitive advantages.
Diversify broadly and rebalance allocations regularly to maximize growth potential while prudently managing risk.
Maximize compounding potential by allocating capital into low cost investments.
Practice incredible patience with solid investments while being intolerant of those that do not perform up to our high standards.
Emphasize the power of systematic and regularly scheduled capital injection through all market cycles.
Be intensely focused on managing downside risk during periods of market decline.
Be unmoved by the day to day noise in the markets while remaining steadfastly focused on the historical upward trend of the markets.