Investment Philosophy

Atticus Wealth Management’s objective is to minimize risk over our long-term time horizon, which ranges from five to fifteen years. We control risk by employing a core and satellite approach, investing primarily in a core allocation of exchange traded funds and a satellite of companies priced at a substantial discount to intrinsic value. By doing so, we limit our investments to diversified, liquid ETF’s and companies that have sustainable competitive advantages and earn superior cash returns on invested capital. Additionally, we understand that businesses are managed by hard working people who must skillfully navigate their business in the face of real issues. As a result, we believe it's important to evaluate the stewardship of each management team, assessing their history and ability to add strength and value while generating excess returns for shareholders. We are not high risk day traders or speculators. We are long-term owners of the best business enterprises in the world. 

 
INVESTING ISN’T ABOUT BEATING OTHERS AT THEIR GAME. IT’S ABOUT CONTROLLING YOURSELF AT YOUR OWN GAME.
— Benjamin Graham, The Intelligent Investor