Investment Principles: Building a Foundation for Success

At Limitless Capital Management, our investment principles are guided by a commitment to long-term value creation, inclusivity, and systemic change. We believe that investing is not just about returns—it’s about empowering individuals, businesses, and communities to thrive. Here’s how we approach investing:

1. Goals: Create clear, appropriate investment goals.

A stock is not just a ticker symbol; it is an ownership interest in an actual business. We are critical thinkers who take no Wall Street “fact” on faith. We invest with patient confidence, defining success with measurable, attainable goals.

2. Balance: Develop a suitable asset allocation using broadly diversified holdings.

We build sound strategies on reasonable expectations, using diversification as a potent tool to manage risk. We maintain a "margin of safety" by never overpaying, no matter how exciting an investment seems.

3. Cost: Efficiency and Value.

Markets are unpredictable. Costs are forever. The lower the costs, the greater your share of an investment’s return. We manage for tax efficiency and are relentless in controlling what we can.

4. Discipline: Perspective and Patience

The market is a pendulum that forever swings between unsustainable optimism and unjustifiable pessimism. Our role is to maintain emotional discipline, rebalance methodically, and avoid the costly temptations of market timing and performance chasing.

5. Impact: Beyond Returns

We believe that capital is a tool that can—and should—generate positive social and environmental impact alongside financial returns. We integrate ESG (Environmental, Social, and Governance) considerations into our analysis to help align our clients' portfolios with their values. Our ultimate aim is to use the power of finance to challenge systemic inequities and promote inclusive, long-term prosperity.