We look for long-term trends using our margin-of-safety approach in 3 key areas that are at the core of our principles:
- Income Money Spinners (Carefully chosen, dominant, predictable payout gushers)
- Cash Flow Gushers (Superinvestor Wealth Compounders and Value)
- Special Situations (Commodities, Shorts, Miners, Undervalued Sectors, etc.)
We dig deep looking for fortuitous entry points into these key assets. Once we have indentified targets through our rigorous research, we take sizable positions because there are truly only so many great investment opportunities available at any given time.
Our fiduciary advisor can help you find the right balance for your family’s needs between these 3 key areas depending on your circumstances, weather you need to accumulate wealth or generate income and grow it though retirement.