How We Invest

Due diligence is the heart and soul of investment selection. A good due diligence process objectively whittles down the universe of available equities across the globe to those that meet CORDA’s high standards for inclusion in our clients’ portfolios. As part of our due diligence, the goal is to own predictable, dominant, secure, and ethical businesses. The majority of these businesses have a lengthy history of sharing profits via dividends and, in our opinion, have a very small probability of permanent loss of capital. The image below illustrates a handful of components that go into CORDA’s due diligence.

  • Focused: concentrating on our best ideas
  • Patient: being investors, not traders
  • Opportunistic: having no mandate to remain fully invested
  • Fundamental Approach: looking for high quality and strong balance sheets
  • Strong ESG Profile: identifying businesses with long term sustainable business practices
  • Go Anywhere: investing across all sectors, geographies and market caps
  • Individual Securities: owning businesses, not investment products
  • Absolute Value: seeking genuine bargains
  • Cash Flow: selecting businesses that pay sustainable dividends
  • Rising Income Streams: preferring businesses with a history of increasing dividends
  • Fiduciary Responsibility: putting our clients’ interests first
  • Tax Efficient: minimizing the impact of taxes through our investment strategy

Ranked as Top Advisors for Barron’s and Forbes in 2015, 2016, 2017, 2018, 2019, 2020, 2021.

If you are ready to start investing with a firm you can trust, call CORDA today at 855.439.0665 to schedule your initial consultation.



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