Our Investment Philosophy

Our Investment Philosophy

If your financial advisor can’t articulate his or her investment philosophy, chances are, they don’t have one.

An investment firm is defined by its investment philosophy - on what basis does the firm and its professionals make investment management decisions on behalf of its clients. If your financial advisor cannot articulate his or her investment philosophy, chances are they do not have one. This, in turn begs the question - on what basis do they make investment management decisions?

At Naples Global Advisors, our core investment philosophy - how we make investment decisions - rests on valuation, authenticity of earnings and cash flow, and the utilization of a global opportunity set.

Historically, paying a low relative price for a share in a company’s earnings stream, also recognized as “Value” investing and favored by Graham, Dodd and Buffett, has been a consistently profitable public market equity strategy.
There are exceptional companies located throughout the world that often have demographic and competitive advantages over U.S. based firms. In building and managing client portfolios, we direct capital to where the opportunity is most favorable, with no geographic limitations.
There are exceptional companies located throughout the world that often have demographic and competitive advantages over U.S. based firms. In building and managing client portfolios, we direct capital to where the opportunity is most favorable, with no geographic limitations.
Naples Global Advisors is an investment firm that favors companies with a history of consistent and growing cash payments to investors in the form of dividends. Dividends are an important component of total return, and they serve to reduce volatility and downside risk. Consistently paying and growing a dividend is indicative of a company’s underlying financial strength and longer term business confidence.

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