Mission
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.
- We are uncomfortable with average.
- 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.
Focus on Cash Flow
We prioritize investments that generate reliable income streams, allowing us to sleep better at night and live better during the day.
Focus on Dividend Growth
We strive for steady growth in our cash flow, ensuring a brighter financial future for generations to come.
Ignore the noise
We focus on our own key metrics, not the whims of the market.
- Our goals are long-term, DECADES, not short-term.
- Our competitive advantage comes from end to end ownership and deep experience spanning operations, technology, and finance.
- Our process implements integrated solutions to analyze the dependability of dividends and the security of their projected growth. We focus on the qualitative and quantitative.
Ultimate Value is Virtue
Our ultimate goal is to leave an inheritance of virtue to our children’s children. Finance is a means to this end, not the end itself.