Investment Style

Value and discipline

Buy and sell transactions are determined by long-term fundamentals rather than short-term market moves. With stocks, we use a consistent, disciplined and patient evaluation process that compares the market price of public companies against their long-term intrinsic value.

“To invest successfully over a lifetime does not require a stratospheric IQ, unusual business insight, or inside information.  What’s needed is a sound intellectual framework for decisions and the ability to keep emotions from corroding that framework.” – Warren E. Buffett

We carefully invest in quality securities that may be out of favour and trading at either low-relative or absolute valuations. This disciplined selection allows us to capture significant upside returns while also attempting to minimize the downside risk.

Our value-oriented approach to investing avoids chasing any sectors, stocks or markets that may do permanent harm to clients' portfolios. With time this disciplined and patient approach has proven to yield superior results.