Our Strategy
WiseOwl Capital, LLC was founded in 2011* with the goal of providing investors with a superior approach to investment portfolio management. We pursue a conservative investment strategy that emphasizes the fundamentals of the underlying companies rather than attempting to guess the markets short-term movement or current trends. We only invest in companies that meet our internally developed set of rigorous quantitative and qualitative criteria. Furthermore, our strategy is built on "eating our own cooking"; in other words, a majority of our net worth is invested in the same manner as our clients, keeping our interests aligned.
The characteristics of our strategy are:
The characteristics of our strategy are:
- Typically between 15-20 investments, with starter positions at 2% of the portfolio, up to 10% or more for our best ideas
- Investing as "Business Owners"
- Fee-Based only (i.e. we earn no commissions)
- Focusing on our best ideas, meaning we only invest in companies that we feel confident that we will achieve capital preservation and capital appreciation
- Bottom-Up analysis, where we start with an analysis of the company, the value-drivers, and management
- Flexibility to maneuver in or out of positions when deemed necessary
- No restrictions based on the market capitalization of companies
- No leverage
- Long positions only
- If we don't find investments that are attractive, we will hold cash and be patient.
. *WiseOwl Capital, LLC was originally formed as "Maverick Financial Group, LLC" The name changed due to a conflict with a hedge found out of Dallas that wished us to change names due to similarities.