Our lifelong passion for investing in equities has refined our research skills and given us a unique ability to think critically and impartially.

We identify equities trading out of character and use our research skills and know-how to determine the reasons for the price deviation and the financial merits of an investment. Once invested, we have the intellect and wisdom to reverse/modify a decision when the facts change.

Performance results are less dependent on the market averages and rely on our ability to select stocks that fit our criteria. This is reflected in our low correlation to the market and our historical returns.

Performance has been less dependent on the markets and more on our ability to "pick stocks", which is reflected in our low Beta and high Alpha relative to our peers. From January 2020 to September 2023, arguably one of the worst periods for equity investing in the recent past, we were up 179.09%, or 35.04% annually net of fees compared to 9.39% for the S&P 500 including dividends over the same period. This was accomplished by not following dated strategies others cling to, which have become less effective.

10.16.2023 Historical Performance WKW vs SP500 updated 10.15.2023 copy.jpg

3-Year Annualized Return (2020 - 2022) 38.0%
Beta 0.60 Alpha 4.20

“IF YOU WANT SUPERIOR RESULTS, YOU MUST CHANGE THE GAME”
Over the past decade, billions of dollars have moved from actively managed funds to index funds and exchange traded funds. Why? In one short word... 'Performance'. Millions of investors have moved billions of dollars because they saw their actively managed portfolios mirror, or worse, underperform the market indices. Our way of thinking is counter to many long-established investment myths. Several of these myths are listed below along with our view of how to change the game:

Buy Low, Sell High

Instead, we buy equities that have been going up and have positive relative strength

An Investment Process Should Be Systematic

The investment world is not rigid, and our discipline is flexible to changing market conditions

A High Turnover

In our discipline, high turnover is a tool to reduce risk by taking small losses to avoid larger ones

For a more detailed understanding of our investment strategy, click here to read Unconventional Wisdom in the Investment Process by Bill Woodruff...

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3-Year Annualized Return (2020 - 2022) 38.0% Beta 0.60 Alpha 4.20

3-Year Annualized Return (2020 - 2022) 38.0%
Beta 0.60 Alpha 4.20