Heathbridge Proprietary Checkmark Investing Process Heathbridge Capital Management Investment Philosophy Heathbridge Capital Management risk management Heathbridge Capital Management Fees

Risk Management

We take risk control very seriously. We diversify portfolios by controlling differentiation in a stringent manner. We strive to make each investment different from every other with respect to industry, operating characteristics, response to market influences and type of instrument. We avoid "concept" stocks.

Our target companies have strong financial positions and attractive long-term attributes. We invest in stocks priced at a discount to their identifiable values.

Our creed is that good investments are created from good companies purchased at good prices.

Our unique risk management system reduces risk:

  • Stringent differentiation and diversification
  • Purchase price discipline
  • Rigorous qualification of securities
  • Deployment over time
  • Customized individual risk criteria
  • Rational determination of individual asset mix
"We hold only one company in an industry and compare all others against it. People may feel it's safer to own five companies in any one area, but this approach really just gives you more exposure."

Read more in an interview with the principals: Rob Richards, Rupel Ruparelia and Richard Tattersall.