Very Selective—then investigating
Warren Buffett said that every investor should have only twenty investments in a lifetime; the rest should be ignored. We are not as severe, but we understand the spirit of his remark. We think that only a small portion of all stocks are worth considering at any one time. Our edge is in rigorous focus on the few worthy stocks that are both good, and currently advantageously priced.

Methodology - due diligence and investigations

Using our databases and research contacts, we selectively hone in on the few stocks worthy of our research time. On these we do due diligence. Further details about our due diligence process are given in the book "The Sleuth Investor," (McGraw Hill, 2007).

Our Edge

• We do due diligence on the companies in whose stocks we invest.
• We are selective of the stocks that we spend our time on.
• We are disciplined and adhere to our methodology.
• We have a successful track record, both individually and as a group.