The Loudon Investment Management investment philosophy focuses on long-term value investing with above average current income and below average volatility. Our portfolios do not look like the overall equity “market” and often not like typical balanced portfolios either. While holdings are spread across a number of market sectors, our portfolios have a point of view which reflects our perception of where value is currently most available in the market place. We are believers in unbalanced diversification.
In both investment portfolios and client relationships
A personalized commitment to client service is an integral part of our investment process. As our approach is long-term in nature, we fully understand the need to keep our clients comfortable with the investments they hold while we are waiting for them to mature. Shown below are examples of some of our communications. In addition, our quarterly report to each client typically includes a portfolio asset appraisal, market/economic commentary and updated individual account performance data.
December 2022 Quarterly Review
September 2022 Quarterly Review
December 2021 Quarterly Update
September 2021 Quarterly Update