Our Trading Philosophy

Controlled
Risk

We aim to achieve superior trading performance with less-than-commensurate risk. We place the highest priority on preventing losses rather than merely searching for prospective profits to ensure we achieve superior performance in good times and bad.

Avoid
Market Timing

We do not believe in the predictive ability required to correctly time markets. As a result, we will continue to trade the markets so long as attractively priced assets can be purchased. Concern about the overall market climate may cause us to tilt toward more defensive trades, increase selectivity or act more deliberately. While holding trades that decline is unpleasant, missing out on returns because we failed to purchase securities in accordance with our trading strategy is inexcusable.

Bottom Up
Analysis

We believe consistently excellent performance can only be achieved through superior research of securities and their underlying assets and not through trying to predict what is in store for the economy, interest rates or the overall securities market. As a result, our research methodology is entirely bottom up, based upon proprietary, concentrated research of a small number of high potential opportunities.

Consistent
Results

We believe that a superior record is built on consistent performance rather than a mix of brilliant successes and dismal failures. As a result, we focus on trading in securities in which the underlying assets have a long record of consistent performance and high returns on capital.

Disciplined
Methodology

We employ a highly disciplined trading strategy to ensure that all of our trades meet a stringent set of pre-defined objective criteria. As a result, we avoid making short-term emotional decisions in reaction to the market but focus instead on ensuring our long term success.

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