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Our Investment Philosophy
A structured, objective investment philosophy forms the basis of our approach, replacing emotional, moment-to-moment investing.
Buy and Watch
We buy great American companies when they are reasonably priced, monitor them closely and exercise a long-term perspective. Instead of buy and hold, we prefer to buy and watch. The fundamentals of investing, not speculation or hot stock-picking, drive our investment approach.
Investing in America's Great Companies
Owning large-capitalization U.S. companies that have multi-national prominence enables our clients to participate in growth markets in the U.S. and throughout the world. History suggests that our prudent and conservative style is the right approach for the long term.
Review our stock selection criteria
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