Blog

  • Servant Leadership: Acting with Compassion, Humility and Gratitude

    Monsignor John Patrick Carroll-Abbing was a special Irish priest who founded Boys’ and Girls’ Town of Italy for the orphaned and abandoned children following World War II. He happened to be visiting Italy during the war where he started taking care of a single…
  • What People Really Want

    The great philosopher Aristotle once shared that the pursuit of happiness is the central purpose in human life. I have learned that if you try to ascertain what people really want—and you do this by asking probing questions and listening—you can help them…
  • The Three Most Important Factors of Investing

    There are numerous important aspects of investing. Some of these characteristics, such as experience and wisdom, may take years to develop. Perhaps one reason Warren Buffet made 95% of his wealth after the age of 65.
  • Investing In Banks—Our Unique Approach

    I started investing in banks over 30 years ago and I often get asked what got me so interested in banks. While I eventually discovered the reasons banks are good investments, at first it was initially a coincidence.
  • Just Be Consistent

    I’m sometimes accused of repeating myself. I tend to review situations by dissecting the details and reflecting on what went well and what could have been better. I may share different experiences, but my goal is the share my life, business or investment lessons.
  • Why Private Equity

    Private Equity has been one of the best performing asset classes over the last 5 and 10 years and, in fact, for decades. Private equity investors do not have to endure the volatility roller coaster ride suffered by public equity investors.
  • Finding Balance…Progress, Not Perfection

    By nature, I am not a balanced person; many of us are not. If I didn’t try to work on balance, I’d work around the clock, eat candy and snack all the time. Balance is not something that comes easily to me. So, I must work on it daily.
  • The Three Strategic Ways Businesses Compete

    You can’t be everything to everyone. Competing in business, you choose an approach, so to speak. Do you offer the most value at the best price in the market?
  • Networking: Connect the Dots

    Networking is the exchange of information, ideas and resources between people. You don’t have to be the expert in everything if you can engage others who are.
  • Income and Capital Appreciation Strategy

    An investment strategy with the goal to invest in high quality businesses and assets that increase their earnings and dividend payouts, but also continue to increase their value.