Buckley Capital employs a rigorous, bottom-up research approach, identifying companies with high growth, high insider ownership, low leverage and a durable competitive advantage. We focus primarily on businesses that have demonstrated a minimum of 8-10 years of superior shareholder returns, also known as compounders. This diligent strategy has led to a relatively concentrated portfolio in small cap equities, typically comprised of 10-15 core positions.
The portfolio is comprised of transparent, predictable companies with substantial return on equity, combined with the ability to profitably reinvest capital. With the primary objective of capital preservation, we maintain the flexibility to hold cash to act quickly during opportune times. While the portfolio maintains a concentrated profile, we seek out highly diversified businesses and maintain both position and industry exposure limits in the fund.