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Investment Methodology

Our investment methodology allows us to approach business transactions with intellectual curiosity, always pondering, "I wonder if it's true." This curiosity is followed by intellectual debate that objectively weighs and carefully analyzes the evidence. We conclude with intellectual honesty, examining the flaws in our beliefs and finding better ways to work. We continually refine methods that deal with objective facts and mathematical formulas, challenging all past assumptions and convenient shortcuts.

The most critical part of our investment process is Shape Management®, our proprietary disciplined methodology that we teach and apply to our daily decision making. In every aspect of the process, we look back on past decisions and determine how we can learn from them for the future.

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Community Financial Bank Services

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