The Advantages of Uncommon Foresight
We seek to offer our clients several benefits, including:
- The comfort of investing in strong companies. Because we strive to select companies with a clear, sustainable competitive advantage, we seek to identify companies that we think are more likely to be “winners” in their industries over the long run.
- The ability to easily understand our investment process. While some investment advisers have extremely complex processes or operate in a “black box,” we find that our approach is straightforward and clear.
- The protection of a powerful approach to mitigating risk. Most portfolios rely on diversification to reduce risk. We attempt to control risk by investing in strong companies. For us, volatility represents opportunity: a great company with a depressed stock price is an excellent value. HCM seeks to provide an approach that complements the diversification approaches that many of our clients are already using.
- The broadening of your portfolio strategy beyond the “conventional wisdom.” Some investment advisers “follow the crowd”; others are “contrarians” who follow the crowd in the opposite direction. Our analysis seeks to go beyond this bi-polar “conventional wisdom” to select those companies that we see as best for our clients over the long run – whether or not the firms are currently “popular.”