WELCOME
We would like to welcome you to the Diamond Portfolio Advisors, LLC website. We hope that you find our site useful and that our philosophy and process compel you to learn how you can participate in the pursuit of Greatness in your investing. The toolbar on the left side of your screen is a site map of topics covered and where to go for more information. Our investment philosophy is based on the premises that Greatness MattersSM and that we best serve our clients by building focused, balanced and diversified portfolios of high quality companies whose stocks are reasonably valued.
ABOUT US
Diamond Portfolio Advisors, LLC is an
independent registered investment advisor (RIA), wholly owned by active
employees, based in Los Angeles, California. The company was established
to provide institutional and private clients with consistently superior
risk-adjusted investment returns over time. The firm integrates a
proprietary qualitative screening process with traditional financial
analysis to construct a portfolio of high quality stocks.
Investing in stocks entails accepting risk; we view our primary
responsibility as the manager of the Diamond Portfolio to be mitigating as
much as possible the risk of investing in equities, managing portfolios in
accordance with the principles of the Investment DiamondSM. We mitigate
risk by pursuing the interdependent, yet often opposing, imperatives of
Quality, Value, Focus and Balance. A focus on Quality mitigates risk
because the highest quality companies tend to offer superior products and
services, hold market leadership, possess the best management teams, have
the strongest financials and the most reliable accounting, along with a
host of other positive attributes. We assess Quality not only through
traditional financial measures, but also by examining corporate character
through our proprietary methodology based upon the Leadership Diamond®. At
the same time, we must keep a keen eye on valuation, for the greatest risk
posed by owning high quality companies can be overvaluation when that
Quality is widely recognized by investors and priced into the stock. We
believe that we mitigate risk in the portfolio by focusing only on our
very best ideas, since we believe that the number of good ideas is
limited, and we do not want to dilute the potential returns of our
clients’ portfolios. At the same time, we believe that we cannot allow our
pursuit of great ideas to let us get carried away and load up portfolios
in just a few areas of the market, and thus we seek to build portfolios
that are well balanced and broadly diversified. By pursuing each of these
investing imperatives simultaneously we believe we are mitigating as much
as possible the risk of owning stocks and thus increasing our clients’
probability of superior long-term risk-adjusted returns.
2008, Diamond Portfolio Advisors, LLC.