Investment Process

Time Honored Tradition.

We research and discover investment opportunities by adhering to a process that has empowered our wealth advisory for over three decades.


Screen a large universe of companies according to a consistent set of growth and quality measures.


Dig deep into the fundamentals of each company. 

What are its strengths and weaknesses? What is its competitive situation? What stage of its business life is it in? Does it have a defensible franchise? Is it exposed to commodity pricing pressures? Will its franchise weaken, or strengthen, over the next 5-10 years?


Select and discuss the companies we believe to be the very best, assessing risk carefully.

Monitor & Act

Our team makes a handful of new additions per year to our reference list and deletes any company whose fundamentals have become weak or whose stock price has risen too high to provide our desired margin of safety. We review portfolios regularly to act on any changes.

This process is governed at all times by our Investment Principles.