"As conservative investors we must diversify, but as effective investors, we must focus and diversify wisely. This has been our investment philosophy since 1995."
"Limiting the number of companies in a mandate to a maximum of 25 allows us to become familiar with all aspects of a business. Our limits also ensure each client’s portfolio does not exhibit index-like characteristics, thereby giving the portfolio a greater chance of outperforming over the long term."
© 2015 CGOV Asset Management