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