Investment Methodology
Long-Term Approach
The market’s view of the value of an investment, as reflected in its price, often fluctuates considerably more than its fundamental attributes. Recognizing that the power of accurately and consistently predicting short-term market trends is slight, we look toward the longer term investment horizon, paying particular attention to the fundamentals of a company that support the realization of investment value over time.We capitalize on investment opportunities for our clients presented by the divergence of our view of an investment’s long-term value from the short-term perspective of the market.
Disciplined Investing
Risk management, effected through consistent implementation of a disciplined investment process, is the hallmark of the Willis Investment Counsel investing methodology. Our investment approach stresses evaluation of risk relative to opportunity. After qualifying, an investment opportunity based on our own assessment of the fundamentals, we apply a price discipline designed to avoid investing at a price premium. Our methodology is designed to discern problems that may cause a temporary price decline from problems of a more chronic, long-term nature. From this comes the potential for capital appreciation.Independent Research
Independent research is the engine that drives the Willis Investment Counsel investment methodology. While we employ a number of investment resources, we rely on our own valuation models and intrinsic value calculations in assessing the attractiveness of an investment opportunity. By developing our own thesis for each investment, we likewise develop the informed confidence to invest in out-of-favor investments and to stay the course during short-term setbacks.
Willis Investment Counsel
710 Green StreetGainesville, GA 30501
Phone: 770.718.0706
Fax: 770.718.0805
www.wicinvest.com
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