WWM CORE INVESTMENT PRINCIPLES:
REMAIN ACTIVELY ENGAGED
Aggressively pursue superior investment returns for our clients through active portfolio management.
OPERATE WITHIN A CIRCLE OF COMPETENCE
Diligently focus our time, energy and resources into investment ideas that we understand.
INVEST WITH A MARGIN OF SAFETY
Continuously seek investment in companies with strong track records of success and competitive advantages.
DIVERSIFY AND REBALANCE
Diversify broadly and rebalance allocations regularly to maximize growth potential while prudently managing risk.
PAY ATTENTION TO INVESTMENT COSTS
Maximize compounding potential by allocating capital into low cost investments.
AVOID SIGNIFICANT LOSSES
Practice incredible patience with solid investments while being intolerant of those that do not perform up to our high standards.
DOLLAR COST AVERAGING
Emphasize the power of systematic and regularly scheduled capital injection through all market cycles.
EMPLOY RISK MANAGEMENT STRATEGIES
Be intensely focused on managing downside risk during periods of market decline.
IGNORE THE NOISE
Be unmoved by the day to day noise in the markets while remaining steadfastly focused on the historical upward trend of the markets.