Private Equity

Great investment opportunities come around when excellent companies are surrounded by unusual circumstances that cause the stock to be misappraised.” Warren Buffett

We offer private equity investment to investors who have the money and mind to take larger risks in order to make even larger gains.

In recent months one investment has returned 75% to our clients, and another 60% over two years. Both companies have further gains to come over the next one to two years. Details are available upon request.

We include the option of these private equity situations in all our portfolios, however some high net worth clients like to invest even more when these opportunities are available.

Private equity opportunities present themselves in various ways. The market habitually overreacts to bad news. However, deeper analysis can show an underlying sound business, with a one-off solvable problem.

Anytime something goes down a lot, I look.”  Warren Buffett

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