Our investment philosophy is built on the foundation of generating consistent and growing income, i.e. dividends and their growth. We believe that true financial freedom and security come from the steady accumulation of wealth. Wealth is income. Wealth is not the fleeting fluctuations of market prices, balance sheets, or earnings per share.
Implementing first principles, deep thinking, and fundamental analysis allows us to be comfortable with the risk of being wrong. We dare to be great, our “place shall never be with those cold and timid souls who neither know victory nor defeat.” - Theodore Roosevelt
By living these principles, we aim to build a legacy of financial freedom, security, and virtue that will benefit families and communities for generations to come. Enjoy the extra cash in the present and the increased cash in the future.
Low Debt, sufficient earnings to adequately cover interest payments and dividends during the worst of times.
We prioritize investments that generate reliable income streams, allowing us to sleep better at night and live better during the day.
We strive for steady growth in our cash flow, keeping ahead of the silent inflation tax and ensuring a brighter financial future for generations to come.