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Investment Philosophy

Checkmark Investing™

We call our investment philosophy "Checkmark Investing™". The firm's founders distilled this discipline from first-hand observations of the best and worst practices of the money management industry in North America. It is a strong, value-oriented strategy that constructs diversified portfolios of companies screened for attractive long-term attributes and financial strength.

We consider price an extremely important criterion for maximizing returns and reducing risk. Consequently, we usually purchase securities after price declines.

Our investment approach is markedly different from most others in four aspects:

  1. We tend to buy stocks of companies with strong fundamentals whose prices are down.
  2. We have clearly focused portfolios of twenty stocks, each different from the other to maximize the diversification benefit and to control the differentiation of the portfolio.
  3. Our portfolios do not track index weightings, since this practice promotes concentration in hot stocks and sectors, and tends to result in buying high and selling low.
  4. We look to longer time horizons.


"We tend to buy stocks of companies with strong fundamentals whose prices are down . . . Some people think a three to four year investment horizon is too long, but we think that is how long it may take for solid investment opportunities to be rewarded by the market."

Please contact us to:

  • Receive our quarterly letter written in a common sense style

  • Receive our brochure

  • Talk to a Portfolio Manager