OUR BELIEFS
Investment Philosophy

- 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
John Smith
Broker / Owner
Jim Sanders
Mortgage Broker
Frannie M. Bua
Licensed Real Estate Agent