Ethics, Integrity, Prudence, and Commitment

 

Principles of Conduct

We always act for the benefit of clients both professionally and ethically with skill, competence, and diligence.

Methodologies

We deploy in-depth fundamental value analysis during security selection and choose only when the perceived value is higher than the market price.

Investment Strategy

We employ the bottom-up approach in building portfolios. We select businesses with sustainable market position and durable pricing power.

Our Approach 

We are independent thinkers during the stock selection process. We conduct due diligence from publicly available data. We ignore short-term market fluctuations and cognizant of tax consequences. 

Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.

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