Willow Advisors

The firm's main objective is a long-term strategy that focuses on the safety of the principal and an adequate return. Investing in excellent companies which the firm understands, have a competitive advantage, honest and capable management and bought at sensible prices. The firm's portfolio management services are suitable for investors who have up to a ten year holding period. Any period less than that will not be suitable for the firm's process of investments. Your discipline of riding through the normal vicissitudes of the business and economic cycles is essential for long term rewards. The firm's superior performance is mostly created during stable to declining markets rather than substantially rising markets. This is due to constructing the firm's portfolio based on causality rather than correlation, which simply put is superiority of the firm's portfolio companies management execution skills, rather than extraneous circumstances of varying business and economic cycles. The firm buys good companies that are led by managements which have superior capital allocation strategies, co-existent with long term shareholder wealth creation. The firm monitors them closely and holds them as long as they remain good in the firm's view. Four pillars of the firm's investing style: the firm buys businesses that it understands; run by honest and capable managements; having some special barriers to entry; finally available at fair prices.