Pacifica uses a rigorous process, incorporating both qualitative and quantitative analysis designed to achieve superior long term results.
We limit investments in client accounts to common and, occasionally, preferred stocks, and we do not invest in bonds or other alternative investment products. Our strength is staying disciplined and remaining true to our investment process. This often means we “go against the grain” as we tune out the “noise” of the investment herd.
Our long-run success derives form our adherence to the following three guidelines and the decision process depicted below:
- Discipline: Adhering to our Investment Philosophy
- Information: Understanding current trends affecting the industries where we have ownership while maintaining an intimate knowledge of our businesses.
- Evaluation: Constantly monitoring the market for new buying opportunities and our holdings for overvaluation (intrinsic value vs. market price).