Performance Driven Investing
Tradition Investment Management manages equity portfolios comprised of superior-quality companies that pay high dividends, are growing earnings, cashflows and dividends, and trade at a discount to our calculation of intrinsic value.
We are a registered investment advisor striving to deliver superior risk-adjusted returns to advisors, our clients, and their families.
Tradition and its predecessor companies have a long record of providing above-market returns through a repeatable and sustainable investment process.
We invest our own money alongside our clients in the same strategies.
We are investors in quality businesses with a typical holding period of 3-5 years.
We invest based on business value drivers, such as: Innovative Products Great Brands Dominant Distribution Exceptional Resources Essential Patents Formidable R&D Management & Leadership
We focus on the business fundamentals such as products and services, brands, patents, distribution, resource base, and management. We believe that the stocks of superior companies will overtime produce solid investment returns for our clients.