“If you want to have better performance than the crowd, you must do things differently from the crowd.”

Sir John Templeton

“Wide diversification is only required when investors do not understand what they are doing.”

Warren Buffett

“Know what you own, and why you own it.”

Peter Lynch


Our Investment Philosophy

We believe that professional money management is a specialized blend of science and art – practiced most effectively by seasoned professionals that have firm philosophical convictions, discipline and a long-term focus. Our philosophy can be summarized by the investing formula:

Discipline + Patience = Success

By tuning out the short-term market noise and focusing on individual company fundamentals, we are able to remain patient and keep our eyes on the big picture. Warren Buffett once said “Someone is sitting in the shade today because someone planted a tree a long time ago.” We wholeheartedly agree!

Custom Equity Portfolios

mega trend investing

How We Do It

Active Investing > Passive Investing: We actively ‘invest to win’ by selecting leading companies in the fastest growing sectors - in contrast to many of our competitors that ‘invest not to lose’ by overly-diversifying in passive investments like index funds and ETFs.

Company Ownership > Product Ownership: We have long believed that great lessons can be learned from the investing legends of the past. Peter Lynch’s ‘know what you own’ approach is timeless and enables investors to ‘see the forest for the trees’ in times of market uncertainty.

Focused Investing > Over-Diversification: We believe that the Warren Buffett focused approach to investing is the right one. Adequate diversification for many long-term investors can be achieved through the ownership of 20-35 names. Our ‘move-the-needle’ investment approach gives us the best opportunity to outperform the indexes in the long run.

The Tortoise beats the Hare!: Many investors overlook the behavioral aspects of investing. A common trait of the most successful investors of our generation is patience. We keep portfolio turnover low to let our winners experience compounded growth over time as well as minimize our trading costs and capital gains.

*The information presented here is for informational purposes only and should not be construed as a recommendation to buy or sell a specific security or investment. All investments carry the risk of loss - including the risk of loss of principal invested.

Mega-Trend Investing

We specialize in making smart, focused investments that anticipate the growing needs of the future

investments in technology


investments in infrastructure

Infrastructure Modernization

investments in medical technology

Medical Technology

investments in millennial consumer products

Millennial Consumer

investments in defense


investments in energy and environment

Energy & The Environment

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