The Lowenberg Process.

how I build your portfolio.


Our Process does the work for you

We do our homework.

We screen over 5,000 publicly traded companies to narrow our targets. Once narrowed, we read their financial reports, and model potential risks and returns. 

we’re patient.

We create a watchlist of promising names, and monitor opportunities. We aim to act boldly on behalf of our clients when these opportunities are presented.

we invest wisely.

We take great care to make the most out of the funds you entrust with us, strategically investing in promising names at fair prices to balance risk.


"Successful investing is about managing risk, not avoiding it."

/  benjamin graham, founder of the cfa  /

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