Consistency And Showing Up

Anyone can get a 50% return in a single year from one lucky stock pick—that’s not impressive. What is impressive is the ability to consistently meet or exceed the relevant benchmarks over time. Consistency is what separates true professionals from people just getting lucky.

When I was younger, I played tennis. The best players weren’t the ones who hit the occasional highlight shot—they were the ones who showed up at every tournament and delivered reliable results. They didn’t win two matches and then lose four in a row; they performed at a high level, day in and day out.

Great companies operate the same way. McDonald’s, Chick-fil-A, Walmart—these brands succeed because they are consistent. They have systems, processes, trained personnel, and strong partnerships. When you walk into McDonald’s, you know you’re getting a hamburger. At Chick-fil-A, you know you’re getting a chicken sandwich. At Walmart, you know you’re getting low prices. Their reliability is their identity.

Every person and every firm has a brand—something they become known for. What I want to be known for, and what I want this firm to be known for, is consistency. Clients come to us for returns and for proper risk management. That is our brand, that is what we are known for, that is what we deliver.