Long-Term Focus

We minimize portfolio turnover and maximize the timeframe in order to compound the greatest possible wealth. We focus on company-specific factors, and we don’t make portfolio decisions based on guessing the direction of the economy, if or when there will be Federal Reserve Action, or the placement of our positions in the broader economy.

Our Focus

In the long-term, we focus on our core holdings and avoid the distractions of blipping monthly data. We focus on company-specific factors, and we don’t make portfolio decisions based on guessing the direction of the economy, if or when there will be Federal Reserve Action, or the placement of our positions in the broader economy. Holding positions for the long-term requires patience, discipline, and a focus on companies that manage their businesses both well and consistently over time.

Minimize Turnover, Maximize Time

Adopting a long-term focus requires the understanding that fewer transactions over an extended time period result in fewer costs. We minimize portfolio turnover and maximize the timeframe in order to compound the greatest possible wealth. We focus on company-specific factors, and we don’t make portfolio decisions based on guessing the direction of the economy, if or when there will be Federal Reserve Action, or the placement of our positions in the broader economy. Holding positions for the long-term requires patience, discipline, and a focus on companies that manage their businesses both well and consistently over time.

Focusing On Long-Term

We look for companies that treat shareholders, employees and customers as stakeholders. We look for companies with an ownership culture, companies that take pride in who they are and what they do, companies that nurture relationships with each stakeholder, perform better over time, and make long-term ownership possible. We look for companies that will give our clients a sense of pride in ownership. We don’t just buy lines on charts or baskets of securities, we buy ownership interests in real, solid businesses that have a history of profitability and a penchant for doing things right for their shareholders.