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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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