Stafford Capital Management

Our Philosophy

At Stafford Capital Management, we believe that our clients come first, and that superior research is essential to achieving consistently superior investment returns over a complete market cycle. Since our founding in 1986, we have dedicated ourselves to separate account management for high net worth individuals and families, and have built a reputation for delivering exceptional investment results.

Our Team

Our investment principals have the experience, discipline, and perceptiveness to uncover compelling investment opportunities. Each principal is an owner of the firm and has made a long-term commitment to our success. Our team is comprised of seasoned professionals who share a common background and philosophical approach to security selection. We believe that this collective wisdom and expertise enables us to make informed investment decisions that drive value for our clients.

Our Approach

We construct portfolios of high-quality stocks using a disciplined valuation approach. We take the time to develop an in-depth understanding of each company, performing extensive fundamental analysis to uncover the underlying drivers of their value. Our broad network of accomplished CEOs, venture capitalists, industry contacts, and money management peers, which we refer to as The Stafford Network, provides us with a distinct perspective in uncovering investment opportunities.

We recognize that every stock has its own unique story, but there are certain universal qualities that occur repeatedly in the best investment opportunities. These qualities include superior management teams, large addressable market opportunities, sustainable competitive advantages, solid balance sheets, and attractive valuations relative to intrinsic targets. We believe that these factors are essential in identifying and creating value for our clients.

Our Process

We believe that our experience, judgment, and rigorous fundamental valuation techniques enable us to find superior companies trading at a discount to their intrinsic values and to understand the catalysts for removing the discount over time. We create a relatively concentrated portfolio of these stocks that we believe will generate above-market returns with below-market risk.

Our Commitment

At Stafford Capital Management, we are committed to delivering exceptional investment results to our clients. We are dedicated to staying true to our core values of exceptional research, discipline, and a long-term perspective. We believe that by combining these elements, we can create a unique investment approach that drives value for our clients and sets us apart from others in the industry.