Our investment strategy emphasizes capital protection for independent investors, family wealth management, retirees, and high net worth individuals.

How we differ from traditional value investing:

Our investment strategy is unquestionably tilted towards a value style of investing. However, any single style of investing can come under duress for prolonged periods of time due to the dynamic nature of markets.

As a result, disciplined strategic and tactical shifts are sometimes required. We firmly believe that as investment managers we should be able to adapt to the market environment.

Therefore, the “+” in Value + involves blending our value bias with momentum and growth based strategies to enhance capital protection and consistency of investment returns throughout volatile markets.

Event Driven Value & Special Situations

At times, market inefficiencies may arise that create opportunities for the nimble manager. Inefficiencies may come about from such events as spinoffs, mergers and acquisitions, or corporate restructuring. A temporary mispricing of securities provides value-based opportunities which we also pursue as a component of our Value + process.

Tactical Asset Allocation

Over the longer term, investment markets are rational. However, from time to time, financial markets can be gripped by fear where emotion overrides rationality. We believe that reducing exposure to the risk and volatility inherent in these situations is prudent.

During such times, we will make the decision to protect capital by temporarily reducing exposure to asset groups where the risk outweighs the reward.

How we select securities

The key to investing in attractively-valued securities is maintaining a strict discipline in: identifying possibilities, verifying that the possibilities are achievable opportunities, and targeting entry and exit points for an investment.