top of page
Surfers

Investment Philosophy

Data-driven portfolio management using proven strategies that built and still back our millions.

If you want to build wealth you have to invest

"How many millionaires do you know who have become wealthy by investing in savings accounts?"

Save vs invest.png
Wealthy, Healthy, .png

The rate at which your money grows determines how many years it will take to achieve your goals

Our long-term aim is "wealthy" returns

Business is the superior asset class... by 965x

Our relentless focus: businesses lead to freedom through unmatched growth + ROI.

Asset Classes .png

$1 Invested By Asset Class

1802 through June 2021

$1

Index performance assumes reinvestment of dividends, but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in fund shares. Past performance is not indicative of future results.

core criteria .png

Use rigorous research with strict criteria to find excellent businesses

The best investment = the best company.

Buy. Add. Monitor. Hold.

The best businesses adapt and thrive.

Winners keep on winning despite competition, the FED, economic cycles or who is president.

x factor .png

The importance of committed leadership with substantial skin in the game cannot be overstated.

It's no coincidence that some our best investments have had our favorite leaders at the helm.

Bezos (AMZN). Musk (TSLA). Nadella (MSFT). Huang (NVDA). 

Watch the business,
not the stock price

Focus on the fundamental business

- That's what matters.

stock vs biz .png

Trying to time the market is a waste of time and money

Correctly time all 3 "best" days of 730 total days in the market or you lose money. Good luck.

Timing Good LUck .png

JPMorgan Asset Management SP500TR index Jan 2, 2001 to December 31, 2020

"Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.”

time is winning .png

The more time, the greater the chance of a positive outcome

94 years of history from SP500 makes it clear (1928 through 2023)

The primary way to manage risk is through cash flow planning

Systematically managing your cash flow not only shields your portfolio from volatility but also brings peace of mind in turbulent times.

Cash flow based investing final .png

Emotions will destroy your portfolio.

“The key to making money in stocks is to not get scared out of them."

Volatility is the price of admission for superior returns.

"In investing, what is comfortable is rarely profitable." Embrace volatility. Don't avoid it. Learn to manage it.

Days vs decades.png
how we measure performance .png

How we measure performance

The long term is the ultimate measure of success.

Analytics

In the world of investing, quality is king

When considering potential investments for our strategies, we prize quality above all. Quality may seem like a vague term, but to us and in investing, it means something particular. It’s a 360-degree investment approach that considers both quantitative and qualitative factors.

​

Sure, algorithms can run the numbers on revenue, P/E ratio, profit growth, etc. However, they struggle to assess factors like management credibility, brand loyalty, and company trajectory.

​

We believe that considering qualitative – or “soft” – data, along with the hard numbers, gives us an advantage in discovering the companies with the most wealth-building potential for our clients.

Principles Drive Long-Term Performance

Fundamentals

Over Fads

Value

Over Volatility

Decades

Over Days

Execution

Over Emotion

History

Over Hype

Facts

Over Feelings

Principles

Over Perfection

Data

Over Distraction

Mountains

Invest in a life you love with Carson Capital

It only takes 30 seconds

bottom of page