INVESTMENT PROCESS

Focus on price and protection

At Barrack Yard Advisors, we believe that common sense, attention to detail and patience are proven elements of investing success:

  • Identify trends within anchor of 5 Enduring Principles
  • Conduct research using regulatory filings, publications, est. network
  • Screen to minimize avoidable mistakes
  • Buy only if price is attractive
  • Monitor investment portfolio

Methodology

Methodology Chart