HOW WE INVEST

Our disciplined approach to asset management emphasizes
wealth preservation and long-term capital appreciation.

HOW WE INVEST

Our disciplined approach to asset management emphasizes wealth preservation and long-term capital appreciation.

Active Management

We build a differentiated and concentrated portfolio of well-researched individual stocks and bonds that we believe present the least downside risk and offer the greatest upside potential.

Research-Driven Process

We find and research investments using an intensive process that emphasizes deep knowledge of the underlying business and vigorous debate among our investment team to identify all potential risks, vet each investment thesis and accurately value the underlying business.

Intrinsic Value Approach

We buy minority ownership positions in publicly-traded corporations only when the market price is significantly below the estimated value of the underlying business.

Long Term Focus

We seek to deliver attractive absolute returns over a complete market cycle, rather than to perform relatively better than a given index during any particular interim period.

Separately Managed Accounts

We manage client assets in separate accounts, allowing us to optimize each portfolio for each client’s unique financial objectives and risk tolerance.

Aligned Interests

We invest a significant portion of Zuckerman Family and employee assets directly alongside your own, fully aligning our interests with yours.