Our global approach to seeking excellence led us to Morningstar. The service we contract with to deliver our stock portfolios is based in Toronto Canada.
Morningstar’s headquarters is in Chicago. Stock analysts around the world seek companies with wide moats, who can earn higher profits than competitors for over 20 years.
Our portfolios are constructed to find the highest quality companies within this pool of wide moat companies that are selling for the best valuation. Because we also intend to minimize turn over, these portoflios are also tax efficient.
This Morningstar video provides an excellent summary on what kind of companies we look for.