Investment Management
"There are two times in a man's life when he should not speculate: when he can't afford it, and when he can."
– Mark Twain
Navigating Complexity with Precision
Our advisory team excels in simplifying the complexities of the financial markets, using advanced tools and methodologies to design investment portfolios tailored to your risk appetite, investment horizon, and liquidity needs. We're not just managing your investments; we're building a financial legacy that reflects your personal vision and goals, with regular adjustments to ensure alignment with your evolving life scenario.
Our Approach to Investing: Quality Over Quantity
Investing requires patience and discipline. At Clare Market Investments, we recognize the rarity of quality investments amidst numerous opportunities. Our mission is to help investors identify the finest opportunities tailored to their unique circumstances.
*Please note: All investment strategies involve risk, and there is no assurance of profit or protection against loss. Past performance is not indicative of future results.
Disciplined & Repeatable Investment Process
Start Here
- Analyze company fundamentals
- Examine competitors
- Research economic and industry trends
- Conduct field interviews with management and industry sources
- Outline catalysts
- Estimate intrinsic value and calculate Price to Intrinsic Value (PIV)
- Determine buy and sell targets
Buy Decision
- Attractive expected value
- Compelling investment thesis
- Stable/improving fundamentals
- Significant margin of safety
- Identifiable positive catalyst
Sell Decision
- Unattractive expected value
- Violation of investment thesis
- Deteriorating fundamentals
- Diminishing margin of safety
- Identifiable negative catalyst
"The stock market is filled with individuals who know the price of everything, but the value of nothing."
– Philip Fisher
Our Investment Philosophy
Investing is a long-term process that requires discipline and patience. After choosing what to buy, the next important decision and investor must make is what price to pay. Price therefore may dictate timing. Finding a good investment at the right price can be difficult.
At Clare Market Investments, we believe that quality investments are scarce relative to the quantity of opportunities. It is our goal to help our investors source the best investments for their unique circumstances.