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It is our belief that investors should maintain a long-term state of mind and review their investment portfolio no more than quarterly. The advice of Benjamin Graham, the father of value investing, is worth gold:
The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable declines nor become excited by sizable advances.
from The Intelligent Investor
Our investment approach is sound, solid and rewarding, and should be enjoyed with confidence, peace of mind and positive expectations. So please enjoy, free from the noise and kerfuffle of an investor culture steeped in speculation and short-termism.