Equity Philosophy

We invest with long-term intentions. We believe stock prices are influenced by market volatility in the short run, but are more correlated with company fundamentals and earnings generation in the long run. Over an extended period of time, volatility is reduced and companies can better demonstrate their business plans and operating strategies.

Our methodical approach to equity investing focuses on high quality companies, with favorable outlooks, and attractive stock valuations. Over time we believe our penchant for value, conservative approach, and portfolio diversification practices can mitigate overall risk and generate attractive returns across market cycles.