We look for companies that treat shareholders, employees and customers as stakeholders. We look for companies with an ownership culture, companies that take pride in who they are and what they do, companies that nurture relationships with each stakeholder, perform better over time, and make long-term ownership possible.
We look for companies that will give our clients a sense of pride in ownership. We buy ownership interests in real, solid businesses that have a history of profitability and a penchant for doing things right. We invest with a 3 to 5 year timeframe, hoping to hold each position as long as possible, though knowing markets often overshoot to the upside as they do the downside.
We look for companies that will give our clients a sense of pride in ownership. We buy ownership interests in real, solid businesses that have a history of profitability and a penchant for doing things right. We invest with a 3 to 5 year timeframe, hoping to hold each position as long as possible, though knowing markets often overshoot to the upside as they do the downside.
Services
It would be hard to find a more passionate team of investors. We each bring a unique set of experiences to the investment process and we operate within a truly collaborative and dynamic environment. Jason has been managing money for high net worth individuals since 2006.
He held investment and advisory roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace.
He held investment and advisory roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace.
We place great emphasis on understanding each client's long-term goals, and we invest with an eye toward the future, creating a realistic path toward meeting and exceeding long-term needs. It is our mission to grow alongside our clients, not at their expense. Just as we seek healthy, long-term investments, so do we hope to create client relationships that last a lifetime.
We understand the disconnect between true value and cost. We aim to buy only at the most favorable times when others in the investment industry typically sell. In the same way, we typically sell when others are more likely to buy. We are students of Benjamin Graham and operate a value-oriented investment management firm.
We minimize portfolio turnover and maximize the timeframe in order to compound the greatest possible wealth. We focus on company-specific factors, and we don't make portfolio decisions based on guessing the direction of the economy, if or when there will be Federal Reserve Action, or the placement of our positions in the broader economy.
Ideally, we seek 25-30 positions with an average investment of 3% of the portfolio. Higher conviction and shorter duration ideas receive 4-5% allocations, while our higher volatility and longer duration investments receive between 1.5% and 2.5%. When we build a portfolio, we aim to limit risk.
That said, understanding investment means accepting risk as an inevitability, while also confining risk to the areas that each individual client can most tolerate.In order to limit risk to the entire portfolio, we approach investment with an eye toward reasonable diversification.
That said, understanding investment means accepting risk as an inevitability, while also confining risk to the areas that each individual client can most tolerate.In order to limit risk to the entire portfolio, we approach investment with an eye toward reasonable diversification.
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