Our Philosophy
Our investment philosophy involves avoiding short-term trends and market timing. We are patient investors that look for undervalued companies that are well positioned for structural changes and have strong market positions. We employ a team-based research intensive process that enables us to better understand business model drivers.
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A Value Driven Approach
Financial markets often present buyers with opportunities to purchase out-of-favor securities when expectations are low. Identifying these securities, SKBA formulates an investment hypothesis by understanding the capital allocation process of a company, its future opportunities, and competitive positioning.
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