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.