Joanna Wolff

SIM’s investment process includes value; relative value; screening for ideas; and fundamentals. The firm assesses the value and quality of individual companies from the bottom up. They opportunistically invest in good businesses when they are temporarily undervalued. SIM identify candidates through comprehensive fundamental analysis by: getting behind the numbers; understanding business fundamentals; and assessing management quality. The firm specializes in a relative value method. They have developed a proprietary screening tool to focus their attention on the highest-potential stocks. To draw out all the aspects of a company, SIM start with their research questionnaire. At this point of the process, the firm: investigate a company’s risk; complete an in-depth analysis of financial statements; have face-to-face meetings with management; arrange on-site visits with management; and conduct other competitive reconnaissance.

Patient Capital Management's (PCM) investment philosophy is based on long-term absolute value. The firm focuses on the preservation of capital while seeking to generate superior rates of return. The firm invests only in securities that meet strict criteria for value and quality. PCM's policies allow for substantial cash balances to accumulate if they cannot identify securities that meet their criteria. The firm invests only in well-established, stable companies.

Functions as a College/University

Functions as a College/University

FIM seeks quality businesses at attractive valuations. They identify investment opportunities through rigorous fundamental research and seek to find strong, undervalued companies that preserve and grow capital for shareholders over the long-term.