A central theme for us at CH Financial is that management matters. We seek to partner with investment management firms that are willing to think and look differently from the market, and have demonstrated a history of outperforming those markets over time.
Recently EdgePoint put together a short two-page summary showing examples of what they call “Second Level Thinking”. It is this way of thinking about specific companies that helps to separate them from the herd, and in turn produce higher long term returns for our clients.
You can read the piece here, and if you should have any questions please do not hesitate to reach out to us.