Income/Value Securities Portfolio Management

Income/Value Securities Portfolio Management

Our distinct approach has several aspects. We cast a broad research net to find ideas and may watch them for years before acquiring one.

We focus on portfolio construction.

  • Concentration on highest conviction ideas
  • Timing of purchase and sale, use patience
  • Portfolio personalized to you
  • Out of favor, noncorrelated, non institutional ideas you rarely hear.

The net result is a risk managed portfolio unlike any you should see that is designed for your serious money to avoid stock market volatility.

Performance of this style struggles during speculative markets like we have had but thrives in troubled or drab markets.

It’s important to note that you don’t give us your money. You open a Schwab account and give us authority to enter trades. You control your account.