Call Us (904) 346-3460
 In The Lonely Bull

Thanksgiving is a wonderful time of year; a time of thanks and a time for reflection.  It is a good time for investors to face up to the decisions they have made to make sure they are still on track.  By no means does that mean that every position should be going the right way.  Every portfolio needs to have some investments that may be out of favor and are thusly cheap, but will not stay cheap indefinitely.  It’s buying a few straw hats in winter.  But what you want to know is each company being run well given the circumstances.

Well run companies eventually find their true value; patience is required.  There are some businesses that even the best managers cannot turn around and make more valuable.

But in most cases, management makes all the difference in the world.  At Riverplace Capital we try to get into the heads of management to understand their strategies and priorities.  If we don’t like what we see, we leave.  If we do like it, we exercise patience.  We remain steady so you can stay steady.

The Lonely Bull

Recent Posts