Our investment philosophy "A rising income stream creates wealth over the long term."
Our collective experience has enabled us to learn from multiple market cycles. Based on this experience, it is our opinion that the most effective way to manage wealth is through one simple statement: "A rising income stream creates wealth over the long term."
We implement our investment philosophy by employing value investing - a strategy of selecting securities that trade for less than their intrinsic value. Value investing is an investment strategy first advocated by Ben Graham and David Dodd and later popularized by their greatest disciple, Warren Buffett. We embrace the ageless tenets of value investing, which include the following: