Philosophy
| Our philosophy in
constructing portfolios is to build portfolios of high
quality stocks utilizing a disciplined valuation approach.
We take the time to develop an in-depth understanding
and to perform extensive fundamental analysis of our portfolio
companies. Our broad network of highly accomplished CEO’s,
venture capitalists, industry contacts and money management
peers, which we term The Stafford Network, gives us a
distinct perspective in uncovering investment opportunities.
We recognize that every stock has its own unique story.
Despite differentiating characteristics, there are certain
universal qualities that occur repeatedly in the best
investment opportunities. Specifically, the underlying
beliefs that Stafford Capital Management was built on:
superior management teams, large addressable market opportunities,
sustainable competitive advantages, solid balance sheets
and of course, an attractive valuation relative to our
intrinsic target. |
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