Investment Philosophy

Seek Superior Returns - Brady Investment Counsel LLC is focused on achieving superior, risk-adjusted performance over the long term by investing in socially responsible companies. In our nearly 30 years of investment management service, we have yet to identify even one approach that places short-term results at the fore and has outperformed over the long run. Success stories come and go with each market cycle. In today's information-heavy world, they typically do so with a commotion similar to the calling of the mythological Sirens. Recall, mariners who ignored good sense and allowed themselves to be lured by the Sirens' beautiful sounds did not have a good experience for long. Eventually they crashed their ships into the rocks! Individuals hoping to increase wealth over the long run by maximizing short-term results or supporting irresponsible business practices should expect equally disastrous results.

Invest with Conviction and Consistency - We have found the surest way to outperform over the long run is to identify a successful and growing enterprise, properly appraise its fundamentals in varying types of market conditions and invest when that company's shares are under appreciated by Wall Street. It is not a very exciting story…but it works. Patient investors accept that market cycles come and go. They realize that when their style is in favor and the choice of the day, an extended period of outperformance can be expected. Likewise, when their style is out of favor, their results will lag. Successful investors stay the course.

Focus of Long-Term Results - Patient investors also understand the magic of compounding interest. An investment doubles in value after 10 years if it grows at slightly more than seven percent annually. After 20 years, that same investment increases four times and after 30 years, eight times. This is a good thing and we can be certain by studying these results graphically. In so doing we find the investment growth line increases logarithmically across time. Said another way, the profits line curves up and looks like a smile, thus, proving our theory that focusing on the long term will produce results that make you happy.

It's the Client's Money - Ever mindful of the fact that capital we invest is the result of someone else's hard work; our commitment for each client is to develop an intelligent and responsible investment strategy in line with their unique constraints and objectives. We rely on our experience to develop an achievable plan and select high potential investments. Over time, our charge is to then execute the mutually understood plan and control risk. Regular contact is kept with our clients to update their objectives along the way.

Doing Good is Sound Business Practice - We believe shareholder and brand equity can be enhanced and productivity increased over the long term when a company acts as a responsible steward of resources. Our experience is the best run companies consider their shareholders, employees, environment and community in making long-term plans. Our aim is to invest in the best run companies with the greatest long-term, risk-adjusted return potential.