We built our technology to recognize "wonderful" businesses. Our technology sifts through large databases and evaluates companies according to our criteria.
We like to think of our technology as the pans that gold miners use to sift gold nuggets from alluvial sand; in our case, we sift out "wonderful" companies.
In addition to our technology, we have committed to a hybrid process that involves human insight. After filtering companies based on your attitude towards risk, our team carefully looks through these businesses to select the right ones for your personalized portfolio. We focus on three key variables: uninterrupted dividend payments, ethical management, and low share price.
We built our portfolios in May 2007 (just before the beginning of the Great Financial Crisis) and in May 2009 (when the market began to rebound); we have tracked their performance every year since. The performance of these two portfolios has been outstanding, easily beating the S&P 500 Index - a difficult benchmark to match. We strongly believe that, in this race, our tortoise beats the hare every single time.