It is the goal of Hennick Wealth to increase the wealth of individuals through the direct purchase of securities (both equities and fixed income) and the ongoing monitoring of those investments. Our success has been based on identifying opportunities that we believe offer excellent value. We spend time with other investors, analysts and management teams in an effort to achieve the best possible edge. Our method is best thought of as Value Investing, and it has yielded excellent results.
We have learned that the best outcome is based around a deep understanding of each investment and the patience for it to reach fruition. We have also learned that time moves quickly, and corporate and macro factors are signposts on the road to a successful return. For these reasons, we take a modest position at the outset and look to commit more funds to each investment as our thesis begins to unfold.
Our philosophy has been tested through several economic and stock market ups and downs. Periods such as 2002-2003, 2008-2009, and the Covid-19 Pandemic in 2020-2021 showed that despite challenging times, our diligent commitment and constant review increased the value of client portfolios to new peaks.
The investment process is not an exact science as the future is always unknown. However, by gathering as much information as possible and knowing the investments as well as we do, our long-term results have yielded returns that few others have been able to achieve. We believe that this process will continue to yield successful results in the future.
If you are interested in a financial partner who has a track record of success and a firm foundation, we believe we offer the best of what financial advisory can be.
"More money is lost anticipating the changes in the overall stock market than any other way of investing."
- Peter Lynch
"Be patient and persistent. Good things come in spurts - usually when least expected - and fidgety investors fare badly."
- Charles Ellis - Winning the Losers Game
"The most common cause of low prices is pessimism - sometimes pervasive, sometimes specific to a company or an industry. We want to do business in such an environment, not because we like pessimism, but because we like the prices it produces. It is optimism that is the enemy of the rational buyer."
- Warren Buffett
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