We are opportunistic investors and have no restrictions as to security type or asset class. Our goal is to outperform the S&P 500 Composite. We often take a contrarian view on issues and focus upon companies not widely followed by Wall Street analysts. Often our portfolios provide welcome diversification to other investments. This strategy works best for equity investors who have a multi-year horizon, desire full transparency, daily liquidity, segregated custody, and the ability to control taxes.