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Investment Strategies

We believe the key to the long-term success of our clients is the utilization of sound investment strategies within an intelligently constructed portfolio designed to meet their goals.  Each of our strategies been established on a foundation informed by the key principles of investing that we discuss in Our Philosophy.

Of course, these principles also need to be executed and implemented soundly and with discipline and consistency if they are to work and add value. Leveraging these foundational principles and the deep research and investing experience of our team, we manage several strategies.  Though the strategies differ somewhat in their specific focus and objectives, each of our strategies is based on a long-term, patient approach to investing.

Our Commitment to Independent Thinking and Primary Investment Research

One element common to the success of all of our investment strategies is our belief in conducting our own investment research and thinking for ourselves based on primary source materials whenever possible. For example, we emphasize the gathering and reading of annual reports, conference call transcripts, and visits with company management as well as information related to their suppliers and customers. In contrast, we rarely rely on research from sell-side Wall Street analysts, except to determine what may be the consensus view to identify an actionable variant perception as the basis for our investments.

We emphasize independence because we have observed that the conventional narrative associated with potential investments can sometime be superficial or incomplete. As illustrated by the iceberg depicted on our homepage (showing that only the “tip of the iceberg” is visible whereas almost 90% of the volume of an iceberg floating in saltwater is hidden below the surface), reality can sometime hide much more than is initially apparent. Fortunately, this challenge contains within it an opportunity for investors such as Ridgewood Investments who have the interest and resources to uncover opportunities by examining the hidden realities or seeking variant insights.

How to learn more

To learn more about one or more of our current strategies, click the button below to continue reading or request a consultation with one of our professionals to go over your specific needs and questions with us in even greater detail.

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Ridgewood Investments is dedicated to building life-long relationships with our clients, whether they be individuals and families, institutional investors or plan sponsors. By maintaining our focus on long-term investment strategies and long-term compounding, we are committed to helping our clients navigate through all market environments with an approach grounded in intelligent investing. Learn more:

Working With Ridgewood

Working with Ridgewood Investments is enhanced by our client-centric focus to everything we do. At Ridgewood our primary goal is to treat each of our clients the way we would want to be treated if our positions were reversed. As part of this client-centric focus, Ridgewood Investments strives to give each long-term client a quality service experience featuring:

  • Easy Client Onboarding
  • Fee Transparency and Value
  • Excellent Client Service
  • Portfolio Customization
  • Educational Approach
  • Invitations to Firm Events and Seminars

Talk to Ridgewood

If you are actively searching for assistance with your investment portfolio or would simply like to have a dialogue with Ridgewood Investments about the ways that our services might be of assistance, you have multiple options.

You can engage in a dialogue with our firm and learn more about our capabilities and offerings in the following ways: