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  The Ten Principles of Values-Driven Investing

 

IX. MONITOR THE RESULTS

Know well the condition of your flocks, and pay attention to your herds;
for riches are not forever, nor does a crown endure to all generations.
King Solomon

Idealism is no substitute for diligence. Unless we do a thorough job of identifying and investing in principled, values-driven companies, performance might suffer. This is not always an indicator as set forth in principle one, but could be an indicator. The same holds true for identifying companies who are well managed in general. Consequently, we are committed to tracking results and providing regular quarterly evaluations of our performance and that of each investment account we manage.

 

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