At Thompson Davis Asset Management we trust our disciplined and focused investing process enough to follow it. Taking our own advice, we invest along with our clients sharing the same risks and rewards. Does your current asset manager have the same incentive to watch your portfolio?
We think differently.
When value opportunities meeting our fundamental criteria are scarce, we don’t buy stocks for the sake of being invested. It can be tempting to stray from an investment discipline and attempt to profit during times of euphoric trading of stocks with no earnings or by chasing the “hot” stock with the crowd.
However,we believe consistency in your investment strategy and reasonable valuations lead to better long-term returns. With a grounded perspective gained from buy side and sell side experience, we stick to our discipline in good times and bad. We will wait to invest in companies meeting our criteria with
quantifiable downside risks and upside rewards.
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