Why The Sailboat

Our Logo and many of our processes are based around the sailing (the work) of a sailboat.  Why?

The earliest images of boats appear on Egyptian rock drawings dating back to 6000 B.C. The pictures show the boatmen moving the boat forward by placing long sticks against the river bottom or paddling the water with planks; their active efforts propelled the boat. The first record of a ship under sail shows up much later, on an Egyptian pot dating to 3200 B.C. The addition of a sail to the boat enables it to receive power from the wind; as a result, the people on the boat's primary roles are now to direct the ship and enjoy the ride.

When the stock market is moving up (the winds are favorable to move the sailboat) the portfolio (the boat in our analogy) moves easily to the destination in mind.  The portfolios can increase in value rapidly.  When the winds turn unfavorable, losses can accumulate quickly.

The traditional approach to investing in stocks and bonds is known as asset class investing.  Harry Markowitz created something called Modern Portfolio Theory (MPT) which encouraged investors to hold diversified portfolios of stocks and bonds to realize the general trend of the market. In this case, the person sailing the sail boat does little to no work and ends up where the wind blows the boat.

With our team we have an action based approach to investing and like the people on a sailboat we must work even longer hours and be more mind