About Us

Why We are Unique

We invest our own money alongside our clients. In addition, our clients get to deal directly with the people making the investment decisions. Feel free to reach out and get in touch.

 

We do our homework before making an investment to ensure that it passes our rigorous investment process. We manage a concentrated portfolio of ~15-20 of our ‘best ideas’ and take the time to truly understand the companies in our portfolio.

 

We balance capital preservation and growth by buying great companies when they are ‘on sale’.  When they aren’t, we simply monitor their progress and patiently wait for opportunities to present themselves.  Extreme patience is required.

Unlike many other managers, we report our performance figures net of all fees and expenses.  We believe this is the number that matters most.

Our Investment Style

We approach equities with a value-investing mindset. The stock market is prone to emotional mood swings. Our job is to research, be objective, and pounce when attractive opportunities present themselves.

Preservation of Capital

Einstein called compounding the 8th wonder of the world, but it cuts both ways. Avoiding loss is just as important as growth. Our conservative approach focuses on growing our clients’ capital while critically managing investment risk and protecting their funds.

Valuation Matters

Buying stocks with a wide margin of safety (when they are cheap) helps to deliver both preservation of capital and prudent growth.  It sounds easy.  But great businesses rarely trade at attractive prices.

Extreme Patience

We spend most of our time studying, valuing and monitoring great businesses.  When a great business stumbles, we act with conviction if we believe the stumble is temporary.  Once owned, we often hold stocks for a long time which minimizes transaction fees and allows our investments to compound.

About Our Name

While our founder does enjoy the occasional game of golf, the firm’s name was chosen for an entirely different reason.  The inspiration for naming our firm “GreensKeeper” came from an excellent description of value investing given by a famous value investor:

“Value stocks are about as exciting as watching the grass grow. But have you ever noticed just how much your grass grows in a week?”

Christopher Browne
Tweedy, Browne Company LLC

Like our clients, we like to sleep at night and prefer to take a disciplined, consistent and professional approach to investing and growing their money … and ours.  The capitalized “K” also serves as a constant reminder that we are stewards (Keepers) of our clients’ money (Greens).