Investment Philosophy & Holdings

"Time is the friend of the wonderful business, the enemy of the mediocre...It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." - Warren Buffett

Current personal equity holdings**
Admiral Group plc
Berkshire Hathaway
Brown-Forman
Burberry plc
​Costco Wholesale
​Diageo plc
Disney
​Fever-Tree
​Hingham Institution for Savings 
Johnson Outdoors
Kinsale Capital
Manchester United plc
Markel 
​Nintendo

Beneficiary interest
Amazon.com
Cracker Barrel
​Sherwin Williams
​Williams-Sonoma
Arlo Technologies
Chewy.com

** Please do your own research