Our investment philosophy is based on the premise that value investing provides investors with long-term rewards greater than other investment strategies, as well as risk mitigation during times of market turbulence. While we believe that the market is fairly efficient at discounting current information, this is not always the case, especially during extremely volatile conditions like we experienced during 2008-09. To exploit these inefficiencies and add value through active management, we believe one must take a contrarian approach to information that may be interpreted differently and perhaps incorrectly by other interested parties.
As we begin our search for the under appreciated, misunderstood, or simply overlooked securities by the investor class, our approach is to dig deep by using quantitative, qualitative and empirical data to help us add alpha for our clients while simultaneously mitigating downside risk. The essence of BirdRock Asset Management’s value investment style is to buy securities trading at less than their intrinsic value, integrating what we believe to be the most proven and enduring principles of value investing, while simultaneously seeking to avoid some of the more common perils known to inhabit the space-namely concentrated deep-value positions that go against the investor. It’s not a passive “set-it and forget it” philosophy but an active and opportunistic investment approach.
We're in Your Corner
We Are A Fiduciary Which Means Total Commitment To You
Unlike most of the big banks as well as most Financial Advisors, we are fiduciaries to our clients and our commitment is first and foremost to you.
Our firm is 100% fee-only, independent, regulated by the SEC (Security and Exchange Commission) and not driven by commissions. We don’t try and cross-sell you products like mortgages, credit cards, life insurance and other high-fee products to enhance our own revenue. Our interests are aligned with our client’s interests. No commissions to us, no loaded mutual funds. No cross-selling. No hidden agendas. No financial non-sense. Just straightforward, unbiased financial advice. We really do want you to succeed and reach your goals. Whatever they may be.
Furthermore, we like to say “we eat our own cooking” meaning our partners invest right alongside our clients. When the markets are going up and you’re doing well, we’re right there with you. When it goes down, and sometimes it does, we’re right there with you, too. Our clients like that. That’s why we take this so seriously which is why you’re in good hands.