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Principle II
Keep Emotions In Check

When it comes to investing, knowing what to avoid is just as important as knowing what to invest in. Emotional investing based on daily stock movements, notoriously inaccurate economic forecasts, herd behavior or T.V. commentary is something we actively avoid. Our investment approach is disciplined and relies on financial metrics and business analysis so that we avoid the pitfalls of emotional decision-making.

Our data-driven investment checklist is intentionally simple so that we avoid falling victim to overconfidence bias. 

"We get excited about companies that steadily deliver better financial results than the market average, yet trade at a discount to the market average."


Meet Your Team

Over 30 years of combined investment management experience at your fingertips. 

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