Working to preserve and grow your capital
Before creating and implementing your long-term wealth and investment plan, we spend time understanding your unique circumstances. We work with you and your family to identify your values, priorities and short- and long-term objectives to help you connect your wealth plans to your goals and your goals to your values. Equipped with this information, we work with you to create a plan that is tailored to meet your objectives over your lifetime.
Seedvest's investment objective is to preserve and grow our clients’ capital in the long run. We do this by adhering to a consistent investment philosophy
| Active Management, Concentration; Bottom-Up Fundamental Research | Unique View of Risk |
Intrinsic Value/Margin of Safety Framework |
Disciplined, Patient, Long-Term Ownership Perspective |
|---|---|---|---|
| Conduct rigorous fundamental analysis to project potential investment’s value | Believe biggest threat to financial health is capital impairment and inflation, not volatility | Seek strategies that invest in securities trading below their intrinsic value1 estimate | Believe waiting for an investment to realize value is the surest path to exceptional long-term returns |
| Partner with managers who have concentrated portfolios in which they know what they own and why | View market volatility as opportunity to buy high-quality assets at a discount to valuation | Insist on providing a margin of safety2 | Hold cash when there are no attractive opportunities; sell when investments no longer offer acceptable returns relative to loss potential |