Investment Philosophy

Grow and Protect

Vailshire’s investment philosophy is to Grow and Protect the accumulated wealth of its clients. This conservative and highly disciplined approach is accomplished in many ways, including the following:

  • Utilizing an institutional-quality, full-cycle investment approach for every client
  • Investing in assets, both long and short, that demonstrate historical outperformance in certain macroeconomic settings
  • Holding only the highest-ranked stocks–according to Vailshire’s proprietary investment selection process–for the long-term
  • Investing across multiple asset classes, including:
    • Equities
    • Bonds
    • Real Estate
    • Bitcoin and Cryptocurrencies
    • Commodities
    • Cash
    • Precious Metals

Investment Process and Risk Management

How Vailshire maximizes profit and minimizes risk:

  • Using both world-class professional and personal analysis, the fund seeks to opportunistically deploy capital using an institutional grade, full-cycle investment approach
  • Vailshire’s blended value- and growth-oriented approach is primarily focused on mid- to long-term select, diversified opportunities that we believe will prosper the fund’s partners over the ensuing years and decades
  • Vailshire nimbly invests in assets and asset classes that have historically outperformed in ever-changing underlying market conditions