An Objective, Focused and Experienced Advisor
Since 1984, Vestor Capital has helped individuals, their families and businesses, charitable organizations and institutional investors preserve and grow wealth. As a privately owned investment management firm, we provide objective, fee-based investment advice and diligent, responsive asset management. Investment and Wealth Management is our passion, and our highly experienced team of professionals has a long record of successful and consistent
performance.
Our Investment Philosophy
Vestor Capital believes in the time-tested success of value investing. Our investment discipline involves Uncovering Real Value in Real Companies™. We incorporate many of the traditional elements of value investing, yet we dig deeper; using a thorough, multifaceted process to construct portfolios of companies we view as inexpensively priced based on their future growth potential.
We believe the key to more effective, more educated decision-making is to systematically appraise companies as though we were planning to merge with or acquire them. This approach demands a long-term outlook and far greater due diligence than relying solely on stock price analysis and requires that we focus on future business opportunities within each company. Moreover, because it is impossible to arrive at an accurate valuation without a thorough knowledge of the company and industry, we focus on “real” companies with understandable and consistent business models.
Additionally, experience teaches us that the best investment opportunities offer a combination of limited downside risk while maintaining the potential to out-perform the market for the long-term. Uncovering companies that are deemed sufficiently undervalued affords stock price protection, even in a significant bear market. This philosophy leads us to focus on companies with real value as exemplified by:
- Proven past performance*
- Intact future business growth potential
- Stock inexpensively priced relative to their historic valuation range, industry and the overall stock market
Finally, it is very difficult to out-perform the market with portfolios that resemble it. To maximize the potential benefit of our stock selection skills, we focus our equity portfolio on between 40 to 50 companies that we believe will perform the best on a risk-adjusted basis over the next three to five years.
*Investing involves risk, including the potential for loss of principal. In addition, past performance is no guarantee of future results.