Duncan Ross

"The stock market is filled with individuals who know
the price of everything, but the value of nothing."
— Philip Fisher

At Duncan Ross Associates, our only business is professional investment management. And our sole mission is to preserve and enhance client wealth through our disciplined entrepreneurial approach to investing. We do this by way of two pooled funds, open to high-net-worth individuals and institutional investors.

The basis of any investment we make is value, not popularity. Value is rooted in the fundamentals of a business, and can be found in both rising and falling markets.

Our value-driven investment philosophy is based on the teachings of Benjamin Graham and Philip Fisher, as well as the pioneering ideas of Warren Buffett.

Research is the engine that drives the investment process. We do all of our research in house. We do not rely on brokerage firms to do the legwork. We are business analysts, not market analysts. This independence enables us to isolate ourselves from the short-term noise of Wall Street and maintain a long-term focus.

This approach, along with our devotion to our investment philosophy and a reputation for business integrity, has allowed us to achieve a solid annualized performance record of 13% after fees since our firm’s inception.

The notion of partnership encompasses every aspect of our business. In fact, we use it as a synonym for investing. Just as we partner with great businesses, we also partner with a select group of clients to develop lasting relationships based on confidence, trust and transparency.

Since 1987, we have run a unique and independent company that pursues true shareholder value. We look forward to continuing our success with you.