Connect With Us

Linked In - Global View  Investment Advisor Blog - Global View  Facebook Investment Advisors - Global View  Twitter - Global View  RSS Blog Feed - Global View Investment Advisors  Google Plus - Global View

Wide Moat Investing is Global

Our global approach to seeking excellence led us to Morningstar. The service we contract with to deliver our stock portfolios is based in Toronto Canada.

Morningstar’s headquarters is in Chicago. Stock analysts around the world seek companies with wide moats, who can earn higher profits than competitors for over 20 years.

Our portfolios are constructed to find the highest quality companies within this pool of wide moat companies that are selling for the best valuation. Because we also intend to minimize turn over, these portoflios are also tax efficient.

This Morningstar video provides an excellent summary on what kind of companies we look for.

http://beta.morningstar.com/videos/735365/the-morningstar-economic-moat-rating.html

Read More from 

Ken’s focus is on investment strategy, research and analysis as well as financial planning strategy. Ken plays the lead role of our team identifying investments that fit the philosophy of the Global View approach. He is a strict adherent to Margin of Safety investment principles and has a strong belief in the power of business cycles.
On a personal note, Ken was born in 1964 in Lexington Virginia, has been married since 1991. Immediately before locating to Greenville in 1997, Ken lived in New York City.

Categorized: Global Financial Markets , Global View Commentary & News