Our approach to the principal functions of money management include the following:

Determine a sound investment plan, including allocations across equities, cash and credit investments under current business and economic conditions.

Position ourselves advantageously, to modify investment proportions in harmony when shifts in general business, industrial and economic conditions occur. 

Carefully and diligently study current conditions across various industries and within sub-sectors to enable this strategic positioning.

We exercise patience and watch for changes both in the broader business environment and the individual performance of companies. We are always prepared to exercise judgement or change our view, should sound analysis or more current reliable information prove the facts have changed.

We diligently examine management, company financial structure, competitive dynamics and profitability.

Core to our approach is compounding capital gains and diversification. We have reasonable limitations to diversification in order not to dilute the quality of management applied.

At Yield to Best we have the single purpose of applying our best combined judgment continuously, with the least managerial complications, to the supervision of invested assets.

We manage small sums of money for ourselves, family, and friends. We trust our investors just as they have trusted us with the care of their assets. We believe aligned incentives product the best possible results.

We hope to grow to a size where a large number of individual investors may one day participate.