FRM is employee-owned and our sole source of revenues is directly from our clients who hire us to make their investment decisions
We adhere to a strict value investment philosopy, seeking to deliver long-term performance while protecting against a permanent loss of capital
Our team has a 30-year history of managing portfolios and includes
7 CFAs and 5 CPAs
We use our own bottom-up research and analysis process developed over 50+ years to directly invest in individual stocks and bonds
"It's been a hard road, at least relatively speaking, for dyed-in-the-wool value investors like Mark Millsap of Foundation Resource Management. His firm’s 30-plus year returns beat the market, but results since the 2008-09 financial crisis have lagged, sometimes sharply. “The last five years have been particularly difficult,” he says."
Link to the full article as it appears in Arkansas Money & Politics https://armoneyandpolitics.com/capital-formation-retirement-beyond/...