Our Investment Approach
Research. Patience. Value.
Time-Tested Investment Philosophy
When markets are consumed by the latest fads and fleeting trends, Mainwall Investment Management remains steadfast in our commitment to the fundamentals. We focus on a time-tested investment philosophy that emphasizes value, research, and patience. Our strategy is rooted in the fundamental principles of research and market analysis, where we carefully evaluate businesses based on their intrinsic worth rather than just market trends or speculation.
While others chase the obvious, we excel at identifying hidden gems—lesser-known companies that possess tremendous growth potential but often are overlooked by larger investors. By focusing on these “under-the-radar” stocks, we can leverage our research capabilities to find hidden gems in the market. Smaller companies are typically less analyzed by mainstream investors, which allows us to gain an advantage by conducting our own in-depth evaluations.
Key Elements of Our Approach
- Value-Oriented Investing: We seek to buy businesses that are trading below their intrinsic value, providing a cushion of safety and potential for growth. Our goal is simple: to buy low and sell high, generating consistent returns for our clients.
- Focus on Fundamentals: Our approach depends on a relentless focus on a company’s core financial health. We prioritize businesses with strong cash generation, solid balance sheets, and consistent operational performance. We steer clear of companies burdened by excessive debt or those dependent on unpredictable market trends.
- Conservative, Long-Term Focus: Inspired by the philosophy of Warren Buffett, our investment strategy is not about chasing quick returns but rather about achieving steady, long-term growth. We believe that a patient, disciplined approach reduces risk and increases the likelihood of success over time.
- Expert Analysis: With Charles’s extensive background as a Chartered Financial Analyst (CFA), we bring expert analysis and careful scrutiny to each investment decision. This focus ensures that we invest only in businesses we truly understand and believe in.
Annualized Total Returns
| 1-YEAR | 2-YEAR | 5-YEAR | 10-YEAR | |
| S&P 500 | +25.0% | +8.9% | +14.5% | +13.1% |
| MAINWALL | +20.9 I % | +11.4% | +16.6% | +12.8% |
| RUSSELL 2000 | +11.5% | +1.2% | +7.4% | +7.8% |
Annual Total Returns
| S&P 500 | MAINWALL | RUSSELL 2000 | |
|---|---|---|---|
| 2015 | +1.4% | -0.6% | -4.4% |
| 2016 | +12.0% | +31.7% | +21.3% |
| 2017 | +21.8% | +18.0% | +14.7% |
| 2018 | -4.4% | +10.9% | -11.0% |
| 2019 | +31.5% | +12.7% | +25.5% |
| 2020 | +18.4% | +21.4% | +20.0% |
| 2021 | +28.7% | +28.3% | +14.8% |
| 2022 | -18.1% | -14.4% | -20.4% |
| 2023 | +26.3% | +33.7% | +16.9% |
| 2024 | +25.0% | +20.9% | +11.5% |
Explore Our Strategy Further
In a world consumed by short-term noise, Mainwall stands apart, guided by a clear vision and a resolute commitment to value creation. We take pride in our disciplined, research-driven approach, and invite you to explore how our proven approach can help you build lasting wealth.