Huckleberry Virtuous Circle

An introduction

Your money is wet snow rolling down a long hill. We use value investing principles to select businesses that roll that snow for us – that “pay us” to own them through smart dividends, debt payments, and buybacks.

Best for

Any investor who does not need the money for 5, and preferably 10+ years.

The vitals

Benchmark Russell 2000
Concentration 15-25 positions
Securities Primarily stocks
Target holding period No target, but typically 3+ years
Accounts All account types
Minimum monthly deposit None