A Smarter Way to Invest From Way Off Wall Street
We are a value investing firm located in Islamorada in the Florida
Keys. In 2008, we
launched a new alternative to mutual funds and hedge funds called
a spoke fund, which we think is a better model for investors.
We view a stock as a long-term partial ownership position
in a business, not as a piece of paper that changes hands daily.
Because we invest nearly all of our own money alongside our investors,
we study our companies carefully. We manage
focused portfolios of 15 to 20 meaningful positions in the common
stocks of good businesses run by managers we admire. We
do our own research, keep transactions costs low, buy for the long-term
and above all ensure we buy shares when they are cheap. We are
solely concerned with getting a good price on the shares of a few
great businesses - independent of economic forecasts, Wall Street
consensus and noise in the financial media.
Islamorada Investment Management (IIM) is an independent Registered
Investment Adviser. We provide portfolio management services to
individual investors and families through the Tarpon Folio, Gecko
Folio and private accounts. As a fee-only firm, IIM does not accept
any referral fees or compensation that is contingent upon the purchase
or sale of a financial product.
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