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We believe that it is not enough that you trust us to manage your portfolio, because that trust will not be strong enough to enable you to withstand the adversity of severe market conditions. To have the discipline necessary to be a successful investor, you must understand the basic economic principles upon which our portfolios are constructed and determine in advance to adhere to those principles instead of allowing your emotional response to adverse markets dictate your behavior.  

Our publications are chosen to educate you about those principles and motivate you to follow them.