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INVESTMENT

STRATEGY

OUR FOUR C'S INVESTMENT FRAMEWORK

We are committed to delivering long-term investment outperformance by investing client portfolios in 20-30 companies that meet our “Four C’s” framework of investment quality.  

Competitive Advantage

  • Favorable secular growth trends

  • Recurring need for product or service

  • Innovation/disruptive technology

  • Scale or network effects

  • Capacity to improve

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Culture

  • Inspiring, innovative, and long-term-oriented leadership. 

  • Attracting, motivating, and retaining the best talent in the industry

  • Winning Best Place to Work awards

  • Establishing significant levels of employee empowerment and ownership.

  • Holding a stakeholder mindset of benefiting employees, customers, suppliers, community, and shareholders. 

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Customer

  • A customer-centric ethos

  • Providing customer experience often saving time and/or money.

  • Obsession with exceeding customer expectations.

  • Delivering “magic moments” to delight customers. 

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Cost (Value)

  • Stock purchase price implies an attractive long-term compounded return. 

  • Value is long-term return relative to the risk taken, not static PE ratio.  

  • Favor investments with estimated downside protection based on fundamental factors. 

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