Taylor Hoffman
Capital Management
Private Funds & Separately Managed Accounts
Investment Philosophy
Our investment principles seek to identify:

Well-managed businesses with a sustainable competitive advantage, superior capital allocation, and attractive long-term growth prospects, trading at a fair valuation.

Our investment principles create a:

Transparent, scalable measurable, and repeatable investment process that seeks to minimize irrational and emotional investment decisions.

Principles we seek in a business
We blend a data-driven, principles based investment approach with decades of investment experience.
  • Our computer models quantify our investment principles into well-defined financial metrics and sort through thousands of financial statements and companies in real-time.
  • Our investment professionals apply the same principles to analyze and audit investment ideas.
warren buffet quotes

"The stock market is a device to transfer money from the impatient to the patient."

Warren Buffett

"The investor's chief problem - and his worst enemy - is likely to be himself. In the end, how your investments behave is much less important than how you behave."

Benjamin Graham

"Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves."

Peter Lynch

Resources
Market Commentary
Quarterly Market Commentary – Q1 2020
U.S. Stocks: The U.S. stock market entered a bear market on February 14th. The S&P...
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history of bear markets
Bear Markets: A 100-Year History
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coronavirus market impact
Market Alert – Coronavirus Update
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Founding Principles

Social Capital

We endeavor to treat others the way we would want to be treated. Transparency and openness is our stated policy.

Intellectual Capital

Just like investments, knowledge compounds over time. Our professionals enjoy learning and proactively seek to broaden their intellectual horizons.

Financial Capital

Profits are the reward of creating value for clients. Our culture of giving back to the community will be funded by company profits.

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