Core Investment Beliefs

Core Investment Beliefs

01

We invest in companies, we don’t trade stocks.

02

“Diamonds in the Rough” are polished over time, so we exercise discipline to develop strategies through insight, in-depth research, analysis and patience.

03

Using value-oriented technology in companies separates winners from losers.

04

Companies offering high-value technology will win and retain customers through greater efficiencies and customer satisfaction.

05

Balance sheets don’t tell the whole story but must support the business. We closely examine the balance sheet of our investments to determine if and how the company’s growth is sustainable.

06

New technology deployment generally takes longer than investors expect.

07

Just because a technology is mature doesn’t mean it isn’t valuable. We are not just focused on the newest technology products and solutions, but we also focus on those long-lived technology solutions that pass the test of time.

08

Investing in a good company at the wrong price is a bad investment.

09

Good companies respect employees, clients and community.

Good Ideas

are not the same as

GREAT STRATEGIES

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