Cottonwood Capital is a boutique investment advisor with the discipline to focus on the signal and ignore the noise.
Cottonwood Capital focuses on finding outstanding companies run by talented operators. We believe buying wonderful companies below their true value and patiently waiting will outperform the broad market.
While most investment advisors steer clients into index funds and mega-cap stocks, we prefer diligent research-based investing. Increasingly, the broad investing public focuses on the most popular companies and ETFs hold the largest and most liquid stocks. Meanwhile, our preference for
smaller unique companies increasingly appears to be a prudent path forward. Furthermore, a responsible portfolio must manage inflation’s detrimental impact and we see precious metals, like gold, as an effective way to manage this risk going forward.