We Are Value Investors.

  • We seek stocks that are significantly undervalued and are typically out of favor with other investors.

  • This is the antithesis of chasing whatever is currently “hot,” popular and typically significantly overvalued.

  • We’re long-term investors, not traders. We are disciplined and patient. On average, we hold stocks for three to five years.

Our Process:

You’ll Work Directly With the People Making Investing Decisions, Not an 800-Number