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Equity Investment Process
Our equity process is focused on maintaining portfolios with a few dozen stocks held for the long term.
We view each equity portfolio as an exclusive collection of quality companies. With low turnover and a highly-concentrated portfolio, we are very selective.
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Value |
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As contrarians, we constantly look for, and sometimes invest in, companies with excellent management teams and great business strategies but which are suffering from what we consider to be temporary setbacks.