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Individuals and Families  |  Businesses and Foundations  |  Our Investment Strategy
Large Cap
Mid/Small Cap
Bonds/Fixed Income
Concentrated Stock Positions
Our Investment Strategy

Large Cap

When investing in a large company's stocks, we look for specific factors that can predict success, including a unique competitive advantage, an irreplaceable franchise, a market-leading position, and always, good management. We believe the key to long-term appreciation in a company's stock price is its ability to sustain profitable revenue growth over the long-term. In large cap investing, we find this in world-class global franchises.

Investing in stocks is inherently risky. No business is guaranteed to succeed, and past success is no guarantee of future performance. Even the most successful companies experience bumps along the road; business is risky and business managers need to respond to changing conditions. We stay focused on the factors that drive long-term success, and are constantly watching the companies we have purchased.

Learn about how we choose mid- and small-cap stocks

Learn about our strategy for bonds and fixed incomes.

Find out how we transition concentrated stock positions.