Research Process

We seek to invest in companies we understand that have management teams we can trust.

Optimizing risk is the hallmark of the research process at Godsey & Gibb. Since 1985, our Investment Committee has navigated a variety of economic and market environments to meet our clients’ differing objectives and goals. Merging our “top down” macroeconomic analysis with our “bottom-up” security selection provides us with a framework for portfolio construction. We seek to invest in companies with dominant market positions and sustainable competitive advantages. These companies have business models we can understand and management teams we can trust. Lastly, we continuously monitor the companies we invest in and maintain a strict, often proactive, sell discipline.