Investment Objectives

Investment Objectives

  • Current Income: Preservation of capital with a primary consideration on current income
  • Balanced: A balance between capital appreciation and current income with the primary consideration being current income
  • Growth & Income: A balance between capital appreciation and current income with the primary consideration being capital appreciation
  • Growth: Capital appreciation through quality equity investments and little or no income
  • Maximum Growth: Maximum capital appreciation with higher risk and little to no income
  • Speculation: Maximum total return involving a higher degree of risk through investment in a broad spectrum of securities
  • Focused – we aim to maximize the balance of risk and reward at all times in pursuing our target of superior risk adjusted returns.
  • Independence of thought – we think for ourselves, from first principles; indices do not shape our investment approach.
  • Timing is critical – no matter how good an idea, it will not be implemented until the time is right
  • High regard for the market – the market has infinite wisdom, it is divine. Ultimate respect of the market is essential to our approach and returns.

New York City

40 Wall Street, Floor 7
New York, NY 10005
Phone: (646) 968-8000


1213 Culbreth Dr Suite 211
Wilmington, NC 28405

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