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| Thoughts on Our Investment Approach In this note we discuss our philosophy, our approach to risk, and our track record. We outline the key methods we use in judging investment success, and lay out how and why we do what we do with stock picking. As true believers in the buy-and-hold investment strategy and the quest for ten-baggers, we explain what we look for in identifying winning companies and stocks. And we discuss our track record, and where we think we are going from here. We hope you find this useful, and, as always, we welcome your comments. Thoughts on Our Investment Approach Part 1 of 1 (13 pages) |
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