Investment Philosophy

Focused on Long Term Growth

Doliver does not “pick” individual stocks; does not time or make projections or try to predict the short or long term direction of the stock market. Our investment strategy is grounded in the belief that the stock market is generally fairly priced and consistent “prediction” or “timing” of the market is not possible through subjective analysis alone. In order to make money for clients over the long term, an inefficiency, or mispricing, in the market can be identified through our disciplined methodology. We have identified closed-end funds as demonstrating such inefficiencies.

Highly disciplined investing approach through our adherance to our investment model of efficient portfolios. We are performance driven.

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