Equities

 

Our proven approach for creating and preserving wealth is disciplined and time-tested. We use a research-driven, bottom-up stock selection approach with a firm grasp on the significant factors affecting the global economy. All our equity investments involve the careful screening of hundreds of businesses in the search for a handful of firms that demonstrate the strong fundamentals necessary for inclusion in our client portfolios.

 

Once we purchase an equity we have a disciplined buy and sell process, based solely on the price and fundamentals of the business we own. All of our buy and sell decisions are then placed in a framework of patience. We make our investment decisions based on the long-term prospects for specific businesses, not the short-term fluctuations of the stock market. In fact, a volatile stock market can be our best friend, allowing us to accumulate positions in exceptional companies at discounted prices.

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