Three fundamental principles make up the core of glendonTodd’s investment philosophy. Together, they serve as the touchstone and measure of our company’s actions.

Philosophy One:

WE BELIEVE DISCIPLINED FOCUS AND THOROUGH RESEARCH ALLOW US TO BE NIMBLE.

The creation of value is both time sensitive and perishable. Being successful depends on being the first to recognize and act when an opportunity presents itself. But opportunity will not wait while we educate ourselves about an unfamiliar industry or sector. We focus on industries where we have direct experience and deep knowledge, allowing us to make highly informed investment decisions.

Philosophy Two:

WE BELIEVE IN SUSTAINABLE PROSPERITY.

Many firms focus on short-term investments or single events that turn a one-time profit. Our focus is instead on investments offering lasting value creation, especially those with tangible assets, intellectual property, and predictable cash flows that are well-positioned to capitalize on major market trends and grow steadily over time.

Philosophy Three:

WE BELIEVE IN CREATING TANGIBLE WEALTH, NOT MERELY THE PERCEPTION OF VALUE.

glendonTodd seeks to provide solid, measurable, and visible value for our clients. To achieve this end, we prefer investments with clear, understandable, and proven processes, transparency in their dealings and financial reporting, and management who exhibit intellectual rigor, personal integrity, and thought leadership in their industries.