Buy Criteria

  • An investment meets our investment guidelines, at a discounted price.
  • The investment represents either new opportunity or a strategic hedge for the portfolio.
  • A unanimous decision is made by the investment committee.


Sell Criteria

  • Expectations met or exceeded
  • Risk/reward characteristics have changed or no longer meet our investment guidelines
  • Another investment idea, with more favorable risk/reward characteristics has been identified
  • We have misjudged or otherwise found an omission in our original analys is