Skip Navigation Links

Value Investment Philosophy

Our value investment philosophy provides investors with the peace of mind that comes with low volatility in a portfolio that can still benefit from market growth. Using fundamental analysis, we determine what quality companies to buy and we never want to pay too much to own them.

At Cardinal, we believe that holding balanced, diversified portfolios of high-quality stocks and bonds with an eye to long-term performance is the best way to achieve superior investment performance.

Our primary investment objective is to earn consistent, above-average returns for our clients while assuming below-average risk and volatility.


Our Approach to Equities


Our Approach to Bonds