Philosophy

Philosophy

We believe that the only way for our clients to preserve and grow their wealth over the long-term is through the ownership of equity investments.

We believe that the stock market often fails to appreciate and correctly value the full potential of younger enterprises that pioneer and create new markets.  These pioneering companies epitomize the positive forces of ‘creative destruction’ that are constantly at work in our dynamic economy.

We believe that continuing fundamental analysis combined with a long-term investment horizon will give us the ability to buy and patiently hold a portfolio of emerging great companies.  And, in time, this patient methodology should produce excellent, tax-efficient investment returns.