Case Studies

Case studies have been included for illustrative purposes only and have been selected in order to provide examples of the types of investments made by the Advisor. These do not purport to be a complete list of investments purchased, sold, or recommended for advisory clients. The inclusion or exclusion of any specific company does not constitute a judgment on its investment potential or viability. Such companies were selected based on objective, non-performance-based criteria. A complete list of current and prior investments is available upon request.