The investment philosophy of Lakeshore Capital is built on the solid foundation of our core values and beliefs:
- Investment decisions should be made with a long term view.
- Capital preservation is of primary importance.
- A conservative approach which yields gains in most years while minimizing declines is the optimal strategy for wealth creation.
- Knowledge and experience lead to opportunity.
Lakeshore’s investment policies are rooted in these four principles. Our investment strategy seeks to provide long term capital appreciation by investing in a portfolio of equity securities that have predominately “value” characteristics. Through fundamental analysis, our research helps identify companies which possess sustainable business and/or valuation advantages. We strive to find companies that are either:
- "Under followed" by Wall Street analysts and therefore may offer unrecognized opportunity.
- "Under valued" thus allowing Lakeshore to take a contrarian view supported by internal research.
Overall, our investment selection efforts seek to provide a margin of safety for our clients. |