Jarron Smith

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investment value investing long-only concentrated portfolios capital preservation outperformance institutional investors private investors separately managed accounts mutual fund risk-adjusted returns financial analysis qualitative analysis quantitative analysis corporate culture experienced management competitive advantages portfolio management intrinsic value margin of safety cash reserves investment strategy market differentiation bottom-up investing research process client communication letters to clients capital growth sector agnostic investment discipline patience in investing financial resilience high quality earnings free cash flow price discipline selective investing stock selection analyst engagement buying opportunities investment philosophy market volatility investment monitoring peer comparison long-term performance client service business operations