Successful investing requires maintaining your discipline over all phases of a market cycle. Our discipline is multi-faceted to include adherence to our all-cap growth strategy, our self-imposed internal guidelines, and the specific client-directed guidelines.   

Successful investment also requires attention to your valuation principles; the price you pay for the company and the sell disciplines you impose to protect against the downside. Paying too much and not selling when the company’s fundamentals change can make the difference in making or losing money.