Long-term, Fundamental, Absolute Value Investing
We are absolute, not relative, long-term fundamental value investors with a bias toward quality. We look for well-run, financially strong, high quality businesses whose stocks we can purchase at a significant discount to our estimates of their intrinsic values. We only put capital at risk when presented with such opportunities.
Ultimately, there are five pillars to our “V.A.L.U.E.” investment philosophy.