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The Cardinal Rules of Investing


The entire Cardinal strategy is driven by extensive research focused on investing in quality companies. Cardinal believes in “buy-and-hold,” we do not attempt to time the market, and we strive to remain fully invested at all times. Short-term market expectations and popular trends and fads do not influence our investment decisions.

Our investment team is guided by these 12 Cardinal Rules:
  1. Buy quality
  2. Buy value
  3. Be patient
  4. Use common sense
  5. Do not over-diversify
  6. Hold winners, sell losers
  7. Emphasize liquidity
  8. Avoid market timing
  9. Re-invest income
  10. Build wealth
  11. Stay balanced
  12. Do not over-trade