Investment Approach

Investment Approach

Sophos Wealth Management believes in a disciplined, process driven, value investment approach that provides an individualized portfolio tailored to your individual goals and needs. We focus on maximizing absolute returns and seek to be flexible in our asset allocation depending on a Client’s goals and risk tolerance as well as current valuations of various asset classes and the overall market environment.

We search for assets that may be unpopular at the time but trade at significant discounts to a conservative estimate of their intrinsic value. At various times that may mean searching for assets that appear cheap based on metrics such as normalized free cash flow, tangible book value, or future growth. The key is to adapt to the opportunities that the market may be giving at any particular time and focus on finding investments with a large margin of safety. If no attractive bargains present themselves, a longer time horizon gives an investor the ability to wait for better opportunities. As Warren Buffett said, individual investors have the advantage of waiting for a fat pitch because in investing the only thing that counts is the pitch you swing at.

Sophos Wealth Management, LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.