Equity Philosophy

Long-term success can be achieved in investing following many different types of investment philosophies. However, most successful investors would agree that it is important to follow one specific approach, and not switch to the latest popular trend. We have found that a value-based philosophy is what we feel most comfortable with, and it is what we follow regardless of the most recent market trends. Our primary focus is on cash flow, and we seek to invest in companies that have the ability to grow their dividend over time. For a more detailed explanation of the ways we utilize our value approach, please call us.

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