1. Search for Proven, Profitable and Predictable businesses

Our investment process begins by trying to identify high quality companies that have long-term growth potential. Headsail defines high-quality companies as those that are proven, profitable and predictable. A long history of profit and dividend growth is a key characteristic of proven and profitable companies. While predictable businesses are those that have stable, less risky business models.

2. Conduct an Independent Valuation of all investments

A key aspect of Headsail's research intensive process is the proprietary valuation tools used to evaluate investment opportunities. Every potential investment is independently valued; we don't rely on others to perform this critical function.

3. Patiently acquire quality businesses at discounted prices

Once a high quality investment candidate is identified and valued, the portfolio manager waits patiently for the market price to trade below its estimated value. Preserving your wealth starts by not overpaying for investments. Some call this a margin of safety, we call it common sense.

4. Build concentrated portfolios

We build each client a personalized portfolio that takes into consideration an individual's investment objective and views on risk. Equity strategies typically hold between 15-25 well researched, concentrated holdings, which also allows for adequate diversification.

5. Constantly review investments and repeat the process

Great investments are those that can be held for years. This doesn't mean that they can go unattended and all investments are continuously monitored. Our investment style is about continuous review using a consistent and repetitive process.