Investment Process

Patient, polished and humble.

The Lawson Kroeker Investment Process

Investment Criteria: Built to Follow a Precise Process

At the center of our research is a repeatable pattern that guides us as we invest for lasting value. We seek consistent high-quality company stocks, and we look for:

  • Good businesses that we understand, have a competitive advantage and possess high profit margins.
  • Companies that have little or no debt, free cash flow and deploy capital wisely.
  • Firms with superior management teams; leaders who are honest, ethical, energetic and have a strong track record of increasing the value of their organizations.
  • Businesses we can buy at a discount to our estimate of value – what is known as margin of safety.

Get to know our team, and you’ll see how we put these practices into action. You’ll also see that our philosophy, ultimately, is built around doing what’s in the best interests of our clients.

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