TRIAD INVESTMENT MANAGEMENT, LLC
THE COMPANY
Triad Investment Management, LLC was founded in 2008 in Newport Beach, California. It is registered with the Securities and Exchange Commission as an investment adviser under the Investment Advisers Act of 1940.
The firm’s goal is to provide superior long-term investment results while meeting the specific needs and objectives of its clients. We believe that our core strength is investment management, not marketing or administration. As a result, our focus is managing investments and working with a relatively limited number of clients.
INVESTMENT PHILOSOPHY
Three elements comprise our investment philosophy: Independent research, long-term perspective and focused value-based investing.
We believe independent research benefits our clients in two ways: we gain a better understanding of our investments by observing and evaluating them directly, and we eliminate many of the potential conflicts that are inherent in various “Wall Street” research efforts today.
We believe that truly significant investment results only happen over long periods of time; therefore, we feel that taking a long-term perspective is essential to our success. We expect our investments to demonstrate a long-term view, and seek clients with the same understanding.
It has been our experience that outstanding investment opportunities become available only occasionally in competitive markets, and our goal is to find these relatively few opportunities and to invest a meaningful amount at a price that represents our appraisal of appropriate long-term value relative to risks.
EQUITY INVESTMENT PRINCIPLES
The three principles that underlie our common stock investing have been developed over years of observing businesses, markets, and human behavior, reflecting a commonsense view of investing.
Our first preference when choosing common stock investments are companies with a highly protected business position, akin to a castle surrounded by a moat. In our modern competitive capitalist-based system, we have seen few companies maintain a significant moat for a long period of time. For most companies, competitive attacks have eventually worn away at the protective moat. Our objective is identifying those companies whose moat we believe is sufficiently wide and making judgments about its likely long-term viability. Read more
Contact us at
Triad Investment Management, LLC
1301 Dove Street, Suite 1080
Newport Beach, CA 92660
phone: (949) 851-7902
jheldman@triadinvestmentmanagement.com
Disclosure: Triad Investment Management, LLC is a registered investment adviser with the Securities and Exchange Commission, is notice filed in its home state, and may be notice filed in various other states. Triad Investment Management, LLC may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this web site is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where Triad Investment Management, LLC and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.