Our Investment Philosophy

We are Value Investors. We seek to purchase businesses trading at a discount to intrinsic value. This is a time tested approach set forth originally by Benjamin Graham and implemented by others such as Warren Buffett.

We don’t follow the herd. As contrarian minded investors, we are attracted to companies we believe are temporarily priced at a discount because they have fallen out of favor with Wall Street and the investing public.

Our mindset is one of a business owner. We look for our investments to appreciate over time and provide steady dividends and cash flow along the way.

We incorporate ESG data as part of the overall investment process. Our goal is to reduce risk and to identify businesses striving for long term sustainable excellence.

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

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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