Our Approach

Our approach to this is different:

  • At any given time major and minor economic factors are at work that impact interest rates, consumer confidence and corporate profits, to list just a few;
  • Further, some industries or companies are likewise benefiting or suffering under these same factors;
  • We elect to focus on the best firms, regardless of size or style category.

Ours is described as a top-down approach – a focus first on the major forces at work and then a selection of the best participants. We use companies, therefore, of all sizes and nominative styles.

We believe no one “style” is always a proven path. We believe that consistency in methodology, however, is a reliable path.

Discipline around one's method is the best way to avoid fads. Long experience has taught us that quality and consistency, regardless of company size or popular perception, is key.