“Rule No. 1 is never lose money.”
Warren Buffet
Chairman, Berkshire Hathaway
Silver Pine Capital (SPC) was founded with the goal of providing risk-conscious clients with unbiased,
custom-tailored investment strategies to meet both short- and long-term goals.
Investing
“Rule No. 1 is never lose money.”
Warren Buffet
Chairman, Berkshire Hathaway
Silver Pine Capital (SPC) was founded with the goal of providing risk-conscious clients with unbiased, custom-tailored investment strategies to meet both short- and long-term goals.
Our Strategy
We believe the best way to make our clients money is to not lose it.
We’re what is known as “contrarian” investors. We place little to no value on what the rest of the investment community thinks. This freedom from following the herd allows us to make decisions free from the bias that pervades Wall Street.
We aim to build investment portfolios that withstand all types of market conditions, custom-tailored to the individual or institution with the goal of preserving and building wealth over time.
Our Strategy
We believe the best way to make our clients money is to not lose it.
Research Edge
Independent research underpinned by decades of investment experience.
Silver Pine generates its own independent research underpinned by decades of investment experience and expertise across various industries. Our portfolio managers and analysts focus on examining business fundamentals, financials, management teams and business strategies as well as performing extensive channel checks. Our ability to leverage in-house and unbiased research is a competitive advantage – one that we deploy in our efforts to generate superior returns for our clients in all types of market conditions.
Value Investing
The larger the discount, the less risk the investor assumes and the greater the margin of safety.
SPC’s investment philosophy is to make investments in much the same way that a knowledgeable buyer would evaluate a business for acquisition in its entirety. The business should be easily understood, have favorable long-term prospects, be managed by competent individuals with integrity and, most importantly, be available at a price that represents a discount to its intrinsic value.
SPC believes the larger the discount, the less risk the investor assumes and the greater the “margin of safety”. This approach to investing, first laid down by Benjamin Graham and later championed by Warren Buffett, is widely referred to as “value investing.”
Diversified Portfolios
Diversifying through proper asset allocation.
SPC builds diversified portfolios by making direct investments (no mutual funds) across asset classes and industries to ensure prudent diversification, with ultimate flexibility to overweight, underweight, or even eliminate classes or sectors according to the portfolio manager’s forward market expectations.
For smaller-sized portfolios, it’s impractical to make direct investments. Therefore, we utilize low-cost Exchange-Traded Funds (ETFs) to construct portfolios. Over the long term, this strategy is projected to track market returns with the potential for upside from active sector-weighted decisions.
Equity Investing
Risk-adjusted returns are our focus.
SPC’s Small-Mid Cap Value (SMID) is an equity (stock) strategy focused on producing superior risk-adjusted returns that significantly outperform the peer index, the Russell 2500 Value Index, over time. We build portfolios consisting of 30-45 stocks with little regard to diversification. We believe too much diversification actually leads to market (or index) mimicking returns.
Hedged Investing
Limiting downside risk while generating acceptable returns.
SPC’s Targeted Return is a hedged strategy whose goal is to limit downside risk while generating acceptable returns. Too many investors own portfolios which can easily be detrimentally affected by market volatility with no or limited downside protection. SPC’s portfolio managers have developed a proprietary strategy for managing this risk, allowing our clients to sleep better at night.
Research Edge
Independent research underpinned by decades of investment experience.
Silver Pine generates its own independent research underpinned by decades of investment experience and expertise across various industries. Our portfolio managers and analysts focus on examining business fundamentals, financials, management teams and business strategies as well as performing extensive channel checks.
Our ability to leverage in-house and unbiased research is a competitive advantage – one that we deploy in our efforts to generate superior returns for our clients in all types of market conditions.
Value Investing
The larger the discount, the less risk the investor assumes and the greater the margin of safety.
SPC’s investment philosophy is to make investments in much the same way that a knowledgeable buyer would evaluate a business for acquisition in its entirety. The business should be easily understood, have favorable long-term prospects, be managed by competent individuals with integrity and, most importantly, be available at a price that represents a discount to its intrinsic value.
SPC believes the larger the discount, the less risk the investor assumes and the greater the “margin of safety”. This approach to investing, first laid down by Benjamin Graham and later championed by Warren Buffett, is widely referred to as “value investing.”
Diversified Portfolios
Diversifying through proper asset allocation.
SPC builds diversified portfolios by making direct investments (no mutual funds) across asset classes and industries to ensure prudent diversification, with ultimate flexibility to overweight, underweight, or even eliminate classes or sectors according to the portfolio manager’s forward market expectations.
For smaller-sized portfolios, it’s impractical to make direct investments. Therefore, we utilize low-cost Exchange-Traded Funds (ETFs) to construct portfolios. Over the long term, this strategy is projected to track market returns with the potential for upside from active sector-weighted decisions.
Equity Investing
Risk-adjusted returns are our focus.
SPC’s Small-Mid Cap Value (SMID) is an equity (stock) strategy focused on producing superior risk-adjusted returns that significantly outperform the peer index, the Russell 2500 Value Index, over time. We build portfolios consisting of 30-45 stocks with little regard to diversification. We believe too much diversification actually leads to market (or index) mimicking returns.
Hedged Investing
Limiting downside risk while generating acceptable returns.
SPC’s Targeted Return is a hedged strategy whose goal is to limit downside risk while generating acceptable returns. Too many investors own portfolios which can easily be detrimentally affected by market volatility with no or limited downside protection. SPC’s portfolio managers have developed a proprietary strategy for managing this risk, allowing our clients to sleep better at night.
Client Testimonials
We work hard to earn your trust.
Client Testimonials
We work hard to earn your trust.
Get in Touch
Ready to grow your nest egg?
Questions? We’ve got answers. Leave us a message and we’ll be in touch.
Get in Touch
Ready to grow your nest egg?
Questions? We’ve got answers. Leave us a message and we’ll be in touch.
