iThought

The firm remains an investor-centric, planning-driven, performance seeking, and patience-oriented firm. The firm's objective is to invest in well-managed companies with a proven business model at reasonable yet attractive valuations. Solitaire uses the principles of value investing to deliver consistent and sustainable returns. Solitaire does not follow a model portfolio approach. Instead, it is committed to a philosophy of contrarian and value investing. TruBlu: Classic buy and hold investing results in low churn and better post tax returns. Sphere follows a dynamic asset allocation process. VRDDHI: We do not follow model portfolio approach which disregards entry valuation.