A Well-Disciplined Approach
Capitalizing on Market Inefficiencies
Markets are inefficient in the short term; fear and greed create opportunities for the long-term investor.
Share prices often fluctuate above/below their intrinsic value (our estimate of a company’s economic worth).
Unlocking Investment Potential
Fundamental research uncovers opportunities to capitalize and to manage risk.
We invest only if our proprietary research suggests a stock is undervalued.
Balancing Risk and Reward
Higher-yielding stock portfolios can provide attractive total returns with downside protection.