Timothy C. Muccia
Tim is a value-oriented, bottom-up stock picker with a fundamental, long-term investment philosophy. He spends a significant amount of his time meeting with upper-level management of companies he’s considering investing in or already owns. Tim customizes each client’s portfolio to meet his or her individual needs.
Tim takes a long-term approach to investing, focusing on the projected earnings power of a business over the next several years.
When considering new investments, Tim looks for high-quality businesses that:
- Enjoy solid competitive positions
- Have good balance sheets
- Generate free cash flow
- Show a strong track record of capital allocation
- Have managements that think like owners