Philosophy
Strong companies
We buy businesses with strong balance sheets, strong management teams and
strong cash flows. We seek to own businesses with an enduring competitive
advantage. 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. We also publish a weekly
market commentary to clients distributed via email. 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. We seek to own businesses with an enduring competitive
advantage. 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. We also publish a weekly
market commentary to clients distributed via email. 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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