Founder Jim Lee uses a rigorous approach to identify themes upon which StratFI's investment strategies are built. To select investments within those themes, we use a multi-disciplinary process that integrates:
Do your financial goals lie in the past or in the future? It's a rhetorical question, but many investors fail to grasp its importance. If you believe that financial and investing success require a disciplined, forward-looking view, we invite you to contact us and learn more.