PatientAt Patrumin, we are patient investors--we look for stocks that will outperform in the coming one-to-two years, not months.
ThoughtfulWe always consider the potential reward to risk trade-offs for any investment we make. We look for three or four units of upside potential relative to one unit of down side risk.
DisciplinedWe look at the free cash flow characteristics of every investment we consider. We never market time--we are always fully invested.
KnowledgeableAt Patrumin, we leverage our decades of analyzing companies, stocks, industries, sectors and financial statements with understanding which products and services offered by companies will change the way people spend their money in both consumer and business settings.
“We Strive To Know Early On Which Products And Services Will Change Consumer Or Business Spending” — Sam Dedio, Founder & Portfolio Manager
Understanding the companies we consider and ultimately invest in is a key attribute to the Patrumin investment process. We have over 50 years experience researching companies, industries and broad economic sectors. This is done the old-fashioned way: speaking to companies about their products, services and the industries they compete in. To do this, we talk with and often visit the companies we are interested in, along with their competitors, to help us understand a company’s potential and their industry position. We also attend trade shows and visit business locations and speak with customers to further our understanding of a company’s potential. We believe it is very important to know early on, which products and services have the potential to change the behavior of consumer and business spenders. Identifying these situations before others may result in rewarding investment opportunities, so this is a key focus for Patrumin as we undertake the task of researching companies and industries.
The investment management team at Patrumin has over 30 years experience navigating the U.S. equity market. The broad experience and perspective the team has provides an excellent foundation for constructing portfolios of U.S. stocks.
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Know Our Companies and Industries
Years and years of field work visiting companies, meeting with management teams and attending industry-specific conferences is combined and complimented with rigorous qualitative and financial company analysis.
Free Cash Flow Analysis
For any investment we consider, Patrumin carefully analyzes the free cash flow characteristics of the underlying company. Our team has decades of experience each analyzing and understanding financial statements and accounting metrics.