A Disciplined, Systematic Investment Process:
We view investing like running a marathon. We have never met a lucky marathon winner because the race is too long to conquer based on luck alone. We believe the key to successful investing depends on adhering to a disciplined and systematic investment process that seeks to maximize return while minimizing risk, even in the midst of market turmoil. Emotions can cause an investor to act impulsively, but it should not rule our decisions. Discipline must trump conviction! Sticking to the strategy is sometimes more important than the strategy itself. That is why an investment process is in place – consisting of three phases: Planning, Execution, and Feedback.