Our Equity Philosophy
Our proven investment philosophy is founded on the principles of Warren Buffett and Berkshire Hathaway, in that we only provide investment solutions we deeply understand.
Specifically, we focus on owning companies which:
• Have a track record of creating shareholder value
• Have management that treats shareholders as partners
• Are trading below intrinsic value
• Have a simple, easy to understand business model
We tend to manage concentrated portfolios composed of quality businesses we want to own for many years. We believe this approach will maximize long-term performance, improve after tax returns, and keep fees to a minimum.
Our Fixed Income Philosophy
We take a prudent approach to investments, driven by:
1) Preservation of capital
2) Emphasis on risk relative to return
3) Strict management of credit quality
Richard Belley, our chief strategist, heads the Portfolio Services Group within the Private Client Division of BMO Nesbitt Burns. For high net worth individuals and institutional clients, Richard provides a low-cost alternative for management of fixed income portfolios.
Richard is a member of the institutional Bond Strategy Committee, the Investment Strategy Committee and the Managed Portfolio Account Committee of the Private Client Division.
Richard brings to our team his extensive experience in capital markets and the ability to tailor solutions to meet the unique, specific needs of each client.