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.
Any investor who does not need the money for 5, and preferably 10+ years.
Benchmark | Russell 2000 |
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Concentration | 15-25 positions |
Securities | Primarily stocks |
Target holding period | No target, but typically 3+ years |
Accounts | All account types |
Minimum monthly deposit | None |