1. Home
  2. Our Approach
  3. Investment Philosophy & Process

Investment Philosophy & Process

Strong performance is rooted in a sound investment philosophy and disciplined process.

Our Investment Process

Our investment process is our compass in a confusing and volatile world. We exploit inefficiencies in the market to uncover quality companies that are being mispriced. In order for these companies to realize their true value, our analysis must deem that we have an edge which the market is missing or underappreciating.


A diagram depicting CWB McLean & Partner's investment process


What we will not do

  • Waver from our investment process in response to short-term benchmark underperformance
  • Attempt to time the market
  • Let emotion or outside pressure influence our decision-making

Seeking the truth means that sometimes we may be wrong

Though it is our intention to sell a stock that is at or above our target price, seeking the truth also means recognizing that sometimes we may be wrong. Price volatility does not scare us; however, we will determine whether the price has temporarily disconnected, or whether the original thesis is no longer valid. If it is the latter, we will be decisive and eliminate it from the portfolio.