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“Value investing...is simply the process of determining the value underlying a security and then buying it at a considerable discount from that value. It is really that simple. The greatest challenge is maintaining the requisite patience and discipline to buy only when prices are attractive and to sell when they are not, avoiding the short-term performance frenzy that engulfs most market participants.”
— Seth Klarman
From Investment Values
Managing a Portfolio for Retirement Income
Our clients include individuals approaching retirement and others who are already retired. These investors are looking to their financial assets for retirement income. Prudent people often believe that they ought to use only the “income” of their portfolio for living … Read more
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