home ethos portfolio process people contact
We believe the most successful long-term investment strategy will result in at least 80% of the benchmark S&P 500 index returns in a rising market (A), but only 60–80% of the declines in a falling market (B). Over the full investment cycle, that should mean higher-than-market returns with less-than-market risk.

integrity

Most clients hire us to manage equity portfolios. After in-depth consultations, we create a diversified, customized portfolio structured to meet specific financial objectives, with close consideration to issues of taxes. Our objectives are results-oriented, allowing us to invest strategically across a broad spectrum

insight

Here we employ a customized, slightly concentrated, yet fundamentally diversified, income strategy. While largely focused on equity, the EIP is for clients seeking both income and total returns in excess of intermediate-term Treasuries. Current tax law provides investors a great advantage for tax-qualified dividends versus ordinary interest income. Most of the portfolio’s companies also offer opportunities for annual dividend increases beyond inflation, providing for “real income” protection not available with bonds.

fair value

Darlington Partners, LP, is a private investment fund for accredited investors that is managed by Fairview Capital. Qualified investors interested in this fund may contact Fairview Capital for additional information.