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Investment Philosophy

DeRoy & Devereaux is a fundamental valuation based asset management firm. Our value investment philosophy is rooted in the belief that competitive investment returns come principally through researching companies that we have identified as attractive investment candidates and acquiring them at what we think are reasonable prices.

We believe focusing investments on higher-quality companies enhances prospects for success and that competitive long-term investment returns are not achievable with consensus thinking or trend-chasing. D&D views volatility as an intrinsic characteristic of investing and believes short-term price changes are not forecastable.

As a result, we think risk is best managed through diversification, not better forecasting, and that our investment decisions should incorporate the impact of turnover, tax liabilities, income requirements and other needs of our clients. Accordingly, portfolios should be individually managed.