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Home - Devotion Capital
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We are value investors, managing a concentrated portfolio of global investments for long term returns. Contact Us Investment opportunities arise because markets often overshoot the mark. Overly exube
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Devotion Capital
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2026-03-03 16:08:20
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Home - Devotion Capital Skip to content About The Investment Process Value Based Financial Planning Clients About The Investment Process Value Based Financial Planning Clients Contact Us We are value investors, managing a concentrated portfolio of global investments for long term returns. Contact Us Investment opportunities arise because markets often overshoot the mark. Overly exuberant investors in good times and excessively negative ones in bad times create excesses. A carefully chosen portfolio with an eye toward value and business fundamentals is more important than popularity that can be fleeting. Our approach often defies convention and goes against the prevailing consensus. We focus on well-capitalized businesses to decrease the risk of unforeseen negative outcomes. Defying convention... A few recent examples of our often contrarian approach: We avoided crypto, invested in coal companies instead. We chose insurance companies over N...
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