PHILOSOPHY
Stable Investing in Good Markets and Bad
Embracing the QSV philosophy means seeking to limit downside risk before evaluating upside potential
- We believe that history shows that small- and mid-cap value stocks outperform other styles and asset classes over the long term.
- While our philosophy may lead to lower returns when the market is in a “risk on” mode, research reinforces our belief that high-quality stocks – those that maintain high return on invested capital through proven/durable competitive advantages – lead to higher returns and less risk over a full market cycle (which includes both peaks and troughs)
- Our experience has taught us that long-term investing in value-oriented, high-quality, small- and mid-cap value stocks maximizes the power of compounding and provides a smoother ride