Our Investment Philosophy
In November, 2007 - long before the financial melt-down of Wall Street - Mr. Freund was quoted in Business Week as having a “pretty grim view” of what’s to come. Check it out here.
When we look for potential investments for our clients, we adhere to a strict investment philosophy based on fundamentals taught by Warren Buffett and Benjamin Graham. It was this philosophy that allowed us to take a step back and clearly see the crisis before the vast majority of Wall Street.
Below are our high-level strategies and/or philosophies we utilize when managing our client’s portfolio(s).
INVESTING FOR THE LONG TERM
We select only the best investments that we believe to be winners in the long term. We do not believe in buying and selling (“churning”) stocks frequently, nor do we believe in “timing the market”. In fact, the last question we ask ourselves before opening a position is: “If the stock market were to close for 3 years after we open this position, would we be okay with that?” If the answer is no, we don’t open it.
We are not concerned with how a stock performs a day, a week, or even a month after we pick it. We are concerned only with the business itself. If you were to buy a farm, you wouldn’t check the farm every day to see how business was going, would you? It’s the same with buying a portion of a company (through shares).
WE ARE NOT LIKE WALL STREET
Wall Street thrives on activity and churning. Thousands of stocks are discussed, dissected, and “recommended” every single day. We, however, prefer to take a different approach and detach ourselves from this buzz of activity.
Rather than trade stocks frequently, we rely on a few solid picks per year, researched and examined over many months. The selections are chosen for their ability to generate solid profits, pay great dividends, and/or to leverage a growing global mega trend.
GREAT COMPANIES AT FAIR PRICES
All the companies we select for our clients are great companies, from our perspective, but determining whether they are fairly valued is where our analysis expertise comes in. Using a variety of Buffett and Graham techniques for valuation, we determine whether the price we pay for the stock is fair.
WANT TO LEARN MORE?
If this sounds like a winning philosophy for your investment portfolio, please follow the link below to find out more about what we have to offer for our clients. Or, if you want to request a free 1 on 1 consultation about your investment portfolio(s), contact us by using the link below.
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