Disciplined, Long-Term Investors

Custom Equity Portfolios

We believe that many of our competitors have it all wrong. Passive strategies that invest in the ‘nine boxes’ or the ‘pie’ can be considered ‘investing-not-to-lose’ strategies. It is our opinion that excessive diversification, while good for some, is not good for all investors.

We take an alternative approach to investing. We actively ‘invest-to-win’ by selecting individual companies in many of the fastest-growing, ‘mega trend’ areas of our economy. By focusing on companies in sectors benefiting from favorable population demographic trends (Baby Boomers, Millennials, etc.), we believe these long-term tailwinds increase our odds to outperform the indexes in the long run.

LaFleur & Godfrey Private Wealth Management believes in the formula: Discipline + Patience = Success. We strive to find similar, like-minded management teams in the companies we own. Warren Buffett says it best when speaking about patience and investment success: “Someone is sitting in the shade today because someone planted a tree a long time ago.” We wholeheartedly agree!

ADVICE FROM INVESTING LEGENDS

“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

Mega-Trend Investing

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

investments in technology

Technology

investments in millennial consumer products

Millennial Consumer

investments in infrastructure

Infrastructure

investments in defense

Defense

investments in medical technology

Medical Technology

investments in energy and environment

Environmental Energy

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 our portfolio turnover and trading low to let our winners ride as well as minimize trading costs and capital gains.

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