Who We Are
We are dedicated to long-term dividend growth investing. We offer separately managed accounts to individuals and corporations, and sub-advisory services to institutional investors. Since starting our company in 2003, we have grown to hundreds of clients and well over 100 million of assets under management. Our passion and our obsession is to make our clients wealthy and to enrich their lives.
Our Philosophy
For over 20 years, we have built our business on the simplicity and elegance of our dividend growth approach, quality of our research, and long-term approach to investing. In life and in business, we follow a few fundamental principles that always guide us: honesty, integrity, honor, and skill.
A short version of our investment philosophy is presented in the link to our investment summary below. For an in-depth analysis of investments and the investment process, you can purchase the book “Looking for a Black Cat in a Dark Room” on Amazon – written by our President, Lenny Kisin.
- We analyze businesses with the intention of owning them for an extended period
- Our research gives us a knowledge advantage
- We develop industry expertise
- We invest in businesses, not just stocks
- We look beyond short-term volatility and market unpredictability
- We focus on a company’s ability to create wealth for our clients
- We think like the owners of a business
- Our investments typically benefit from extraordinary economic moat
- They have honest, capable and candid management
- They have a well identifiable growth potential for many years to come
- We buy wonderful companies for reasonable prices
- We do not bottom fish and we do not buy mediocre businesses for any price
- We conduct rigorous research throughout the life of an investment
- We do not manage risk, we embrace it. We consider risk management a complete waste of time and money