Process and Strategy
Our team approach relies on a lateral organizational structure that demands participation from our entire firm.
- We encourage investable ideas from all team members.
- We seek a thorough review of new ideas, deliberately limiting the pace of consideration.
- We demand thoughtful discussion and practical evaluation of:
- Company/Government prospects
- Management/Leadership capabilities
- Balance sheet strength
- Industry prospects
- Dividend potential
- We review purchase /sale candidates for both absolute and relative attractiveness.
- We favor a consensus before making changes to client portfolios.