How We Invest

Value Investing, for the Long Term.

We help our clients look beyond the hype, to take a diligent and disciplined approach to investing.

Our investment philosophy is straightforward: Buy into businesses you would be willing to hold for a long time if there was no one to sell it to and pay a price that leaves room for a compelling return. Don’t take uncompensated risks, understand your companies better than anyone, and be willing to admit to and learn from your mistakes. Be disciplined and listen to your partners. That’s pretty much it.

Our Philosophy

Our investment philosophy is defined by our unwavering commitment to value investing, which is always supported by our own independent research and analysis.

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Investment Strategies for Your Customized Portfolio

Your portfolio manager has access to a toolkit of investment strategies to build a customized portfolio for you. Click below to learn more. Some strategies available on segregated basis, subject to minimums.

Fixed Income

Equity

Balanced

Alternatives

Risk Management

We define risk differently at Leith Wheeler. To us, risk is the chance of permanently losing money for our clients on an investment. We’re always thinking about potential downsides when considering any investment strategy. Volatility only concerns us when we must sell; otherwise, we see it as a source of opportunity for patient investors.

Responsible Investing at Leith Wheeler

Addressing responsible corporate conduct has been a critical component of our investment process since the inception of our firm. We have always recognized that poor Environmental, Social and Governance (ESG) practices will have a negative impact on a company’s balance sheet and income statement, and inevitably affect the sustainable performance of our clients' investments over the long-term.

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Meet the Investment Teams

Equity Team

Fixed Income Team