We strive everyday to deliver value for you. We want to share a few of our beliefs about investing and the way we run our shop. These values guide what we do and how we work as noted in the following simple constructs:
Transparency – We value and pledge to maintain a high degree of operational transparency in what we do. Markets are uncertain and unpredictable enough. You deserve to see and understand exactly where your hard-earned money will be invested.
No Gambling – We take investing seriously and do not believe in timing the market, gamifying investing, or speculatively operating without thorough analysis. We will pursue analytical rigor and keep an open door with our clients. If we reach out, we will keep it brief – no death by push notifications, daily emails, or automated systems to constantly grab your attention.
Never BS the client – We understand the trust you have placed in us and we value that tremendously. We will work to never betray that trust, even if it means admitting that our analysis turned out to be wrong.
Research Driven, Long-term Focused – We operate under a buy and hold mantra with a focus on investments that offer a relative safety of capital and favorable risk-to-reward ratio in the long run. We conduct thorough analysis and hence do not overly concern ourselves with day-to-day market fluctuations—and believe neither should our clients. We have established a strong culture over the years and are committed to disciplined investment and risk management processes!
Thank you for your trust and continued support! We would love to hear from you so please do not hesitate to reach out to us with any questions that you might have.