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Inherent in our approach is the belief that the market price of a security does not necessarily indicate its true economic value.

Our analysts identify and research companies with solid balance sheets, the ability to generate significant amounts of free cash flow; and yet are misunderstood, neglected, or just out-of-favor with Wall Street.

We have followed this investment philosophy since our inception over 35 years ago in order to meet our goal of providing risk adjusted returns greater than the general market. We are proud of the long-term performance results that we have realized for our clients.

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Recent News

  • June 5, 2020
    Read TradeWinds – Bob Robotti, Tidewater activist moves to shoot down rights plan, pushes consolidation
  • April 29, 2020
    Listen to Isaac Schwartz’s interview on opportunities in Asia for MOI Global.
  • April 8, 2020
    Isaac Schwartz will be interviewed LIVE by MOI Global tomorrow (April 9, 2020) at 3 pm at the Asian Investing Summit 2020. Please join in for the discussion!