We are an independent stock portfolio and investment management firm currently licensed to operate in California and Texas. Our mission is to help our clients preserve and compound their hard earned wealth. Our goal is to achieve high absolute returns and risk-adjusted returns over long-term compared to S&P500.

Our Approach

We like to buy companies that are expected to grow their revenues/earnings and are fairly valued. We have developed quantitative models to identify great companies. We are long-term investors but we do believe that any company can lose its competitive advantage so we do not hesitate to sell when our thesis changes.

Historically US markets have done really well over a long period but there have been numerous times when investors have seen their portfolio lose more than 20% of their value. When we expect the market to go down we hedge our positions with short stocks or options.