Unconventional Investor, LLC - Strategy

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Influences

I have my own approach to investing and advising you on investments and, though there is no professional connection, these are some investors whom I have studied and who inform my approach. Their common sense, exceptional ethics and outstanding performance are well known.

DAVID SWENSEN
The author of the strategy and Chief Investment Officer of the Yale Endowment since 1985. His performance at Yale is truly remarkable, averaging approximately 17% annually over the past 10 years and 15% over the past 20 years (to December 2006). He uses a strategy now called the Yale Model, a form of multi-asset class investing. This approach identifies multiple high-quality asset classes with uncorrelated returns, then spreads the portfolio among them. In 2005, he adapted his institutional strategy for individual investors in his book Unconventional Success: A Fundamental Approach to Personal Investment. More about David Swensen

JOHN BOGLE
The founder of The Vanguard Group and a lifelong champion of the mutual fund investor. At Vanguard he pioneered index funds and low-cost investing as the sensible alternative to actively managed mutual funds for individual investors. Vanguard index funds are the best in the industry for their tax efficiency and low fees. More about The Vanguard Group | More about John Bogle

WARREN BUFFETT
Arguably the greatest investor in American history, Warren Buffett's track record is unparalleled. Returns on Berkshire Hathaway have far outpaced the overall market for the past 40 years. From 1965 to 2006, the annual gain on Berkshire stock was 21.4%25. To put that in perspective, $10,000 invested in 1965 would be worth over $28 million today! He is a voice of common sense and common decency in the investment world. Since he understands his superior investment skill is unusual, he recommends index funds for individual investors. More about Warren Buffett