Ethics, Integrity, Prudence, and Commitment


Principles of Conduct

We always act for the benefit of clients in a professional and ethical manner with skill, competence, and diligence.


We deploy deep 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.