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Our Investment Philosophy

Share Illustrations

Every investment decision is unique and every performance outcome is different. As bottom-up stockpickers, we believe our investment approach is best illustrated through the discussion of historical examples. The two stocks discussed here – SanDisk and AIG – tell very different stories. Both provide a useful introduction to our thought process. Click on the key milestones in each chart below to learn more about our experience with each stock.

SanDisk 

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AIG 

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