Investment Process

5 key steps to our Investment Process:

1. Evaluate the quality of businesses utilizing the “Manitou Grade A” method.
2. Estimate the intrinsic (or true) value of each company that meets our quality criteria.
3. Rank the aggregate investment candidates on a risk-adjusted return basis.
4. Apply a consistent methodology to stock selection.
5. Construct portfolios in a disciplined manner by adhering to established risk protocols.