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OUR BELIEFS

Investment Philosophy

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  • We view shares as partial ownership of real-world businesses and not simply stock tickers.
  • We believe in owning a small number of durable, high-quality businesses across large, mid, and small cap segments.
  • We believe that our stringent company selection process and strong price discipline will lead to superior returns in the long run.
  • Our risk management approach focuses on knowing our companies well, executing our process with discipline, and making better decisions by reducing behavioural biases.

Meet Our Agents

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John Smith

Broker / Owner

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Jim Sanders

Mortgage Broker

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Frannie M. Bua

Licensed Real Estate Agent