As a registered investment advisor, we are legally and contractually bound to serve as a fiduciary advisor to our clients.
We identify corporate credits and equities prices at a discount relative to their intrinsic values.
We are cognizant that debt, fees, expenses, and taxes compound negatively, just as investment returns compound positively.
We engage in independent analysis and due diligence that considers the underlying credit quality of companies.
We prefer investments that offer dividend and interest income, major components of total return.
We believe all resources, including investment resources, should be sustainably managed.