Our investment philosophy and process are the foundation of our firm and establish the basis for how we have earned the trust of our clients. We believe that investing requires discipline, consistency, a focus on what can be controlled, and an ability to adjust when needed. The Suncoast Equity Management – Disciplined Investment System (SEM-DIS) was built on the concept of “margin of safety” first propounded by Benjamin Graham and applied with such success by Warren Buffett. We start by applying a bottom-up approach to understanding the fundamentals of a business to understand that business’s intrinsic value, a function of a variety of financial and non-financial factors, including proven earnings and cash flow and potential for growth. We then seek to acquire our share of these businesses at a fair price. While this concept seems simple its successful application requires skill and experience.

Although no manager outperforms in every time period, we have consistently outperformed our peers in the vast majority of long-term time periods including since our inception more than 25 years ago.