Competitive Advantage

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                    Absolute Value Focus

                    Conservative, risk-averse approach

                    Willing to be different

                           No arbitrary restrictions on capitalization size, sector weight or

                            cash weight

                    Truly long term investing - very low turnover   

                    Sound investment discipline

                    Consistency

                    Patience

                    We accept business and career risk

 

See our Discipline page for more details.