LeeSide employs a quality bias as an integral component of its long investment horizon. The larger US companies with global reach, those with more durable growth and stronger moats will be preferred. Companies that are international in scope also provide added diversification to LeeSide portfolios. Focus is placed on owning leading companies that offer an attractive combination of safety, growth and inexpensive valuation.

LeeSide will also purchase strong companies when they are out of favor during periods of temporary adversity, provided they have the staying power to endure, and that their long term earnings power is intact. LeeSide's longer time horizon allows clients to benefit from 'contrarian' purchases that can deliver strong returns when a company returns to growth and valuations normalize.

LeeSide is willing to hold a cash position of up to 10 percent in its equity specialty assignments to take advantage of new compelling investment opportunities.