Mission

Grow moderate levels of capital into a large investment portfolio, yielding investors a large annual investment income overtime.

 

Vision

"Buy Right and Hold Tight!" -  Jack Bogle

Own minority equity interests in the world's most valuable brands and hold ownership for the long-term.

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Target

Out-perform 80% of actively managed funds in the United States

 

Strategy

Replicate what works! Implement Warren Buffet's approach to buying shares of companies with strong consumer brands, easy to understand businesses, strong financial moats, and near-economic monopolies in their respective markets. We buy utilizing a "margin of safety" to protect our capital.