Investment Philosophy

The Cota Group office

Our investment philosophy is centered on the belief that in the long run, business performance and stock price performance converge.  In the short run, however, stock price performance is controlled by supply and demand, which is strongly influenced by investor emotion. Those short-term disconnects create opportunities on which we capitalize.  We buy businesses we believe are growing and well-managed, and do so when we believe the company's stock price does not reflect its true value.


Over time, when price and value become consistent, we sell our stock and look for a new opportunity.


Our disciplined investment approach is guided by time-tested principles: a long-term investment horizon, independent research, and portfolio diversification.