How to win the long game

Peace of mind for you and your family = not modeled in most spreadsheets.

Year to Date Total Return performance before fees, taxes:

Peace of mind for you and your family = not modeled in most spreadsheets.

Over the last month, the S&P 500 has sold off some (-3.50%), but the current value of the Fundamental Value Portfolio has stayed resistant.

This is our primary client strategy and we continue to think that buying good compa…