Investment Philosophy

Our Goal

We believe in intensive fundamental research to uncover the best values in the marketplace. We have a contrarian bent, searching for opportunities that are misunderstood by investors. 

We use quantitative screening methods and multiple research sources to find the best investments. We use technical analysis as a complement to fundamental research. When appropriate we will make tactical calls. Our goal is to achieve the highest risk adjusted returns for our clients.

Research

We do extensive fundamental research on the economy, industry trends, and individual companies. We read a plethora of earnings reports and transcripts, as well as SEC filings. We study numerous government economic reports. Although we use outside research as well, we make our own investment decisions.