Philosophy
Strong companies
We buy businesses with strong balance sheets, strong management teams
and strong cash flows. Many of our companies have long histories of
increasing their dividends annually and ideally, our companies are actively
buying back their own shares.
Study "smart" money
We don't have all the answers. You pay us to be students of the market. We
are voracious readers and we study what some of the greatest minds in
investing are saying and doing. We will make frequent reference to Warren
Buffett, John Templeton, Bill Miller, Chris Davis, Southeast Asset Management
and other great investors.
Communication
Perhaps the hallmark of our firm is client communications. We will tell you
when we buy or sell a stock and exactly why we made this decision. You will
know what you own and our current thinking on the market. We believe you
deserve complete access to the decisions impacting your portfolio.
We buy businesses with strong balance sheets, strong management teams
and strong cash flows. Many of our companies have long histories of
increasing their dividends annually and ideally, our companies are actively
buying back their own shares.
Study "smart" money
We don't have all the answers. You pay us to be students of the market. We
are voracious readers and we study what some of the greatest minds in
investing are saying and doing. We will make frequent reference to Warren
Buffett, John Templeton, Bill Miller, Chris Davis, Southeast Asset Management
and other great investors.
Communication
Perhaps the hallmark of our firm is client communications. We will tell you
when we buy or sell a stock and exactly why we made this decision. You will
know what you own and our current thinking on the market. We believe you
deserve complete access to the decisions impacting your portfolio.
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