Cannell & Co

We provide personalized service with an in-depth understanding of our clients goals and financial circumstances. Security selection, asset allocations, purchase guidelines, and tax management are customized to a clients needs. Each account is individually managed. We seek value over the long term by identifying companies with quality management, a proven track record, a competitive advantage, sound financials, and the opportunity for growth. Other factors we look for are a low cost of raw materials, a modest political profile, a high return on stockholders equity, free cash flow, and a material management stake in the business. With decades of experience, broad institutional and company access, we conduct independent fundamental research. Research is conducted with an eye towards being owners not traders. We build concentrated portfolios that are risk-managed without over-diversification. The holdings are rebalanced and only sold when there is a change in fundamental investment ...