We choose our investments through a unique and thorough screening process, continually updating our database to ensure we identify the best risk-reward opportunities in the market. Once an investment is selected, we typically hold it for the long term, provided it continues to meet our investment criteria.

We focus on selecting investments with a strong track record of paying dividends, ensuring there is a sufficient margin of safety to not only maintain those payments but also support healthy, consistent dividend growth. Some of the investments we track have been steadily increasing their dividends for over 25 years.

One of the core pillars of our investment philosophy is that selecting the right securities is only part of the equation. It’s equally important to have a tax strategy that allows your capital to compound efficiently before taxes are due. Whether through tax-deferred accounts, long-term investments that benefit from lower capital gains rates, or tax-efficient instruments like MLPs, having the right approach to minimizing taxes can significantly impact your portfolio's overall growth.