Strategies

Durable.
Opportunistic.
Different.

At Seabird, we build durable portfolios that travel a path frequently neglected by other managers. Since inception we’ve generated returns by applying a consistent, valuation-focused approach that identifies unique opportunities to compound wealth and provide financial security. Our philosophy of independent thought, disciplined action, and focus on long-term results is central to our competitive advantage: the willingness to act when others won’t.

Three Strategies. One Approach.

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Equity+

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Income+

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Muni+

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Equity+

Seabird’s Equity+ strategy emphasizes the value of long-term business ownership over short-term stock trading and speculation. We focus our efforts on finding durable enterprises run by exceptional operators with a rich history of value creation. Portfolios tend to be concentrated in 10 – 20 established businesses with our most profitable investments often made during times of market volatility—times when other investors are either selling indiscriminately or unprepared to act.

Income+

The Income+ strategy is a slightly unconventional approach to fixed income. Our “go anywhere” approach allows us to own a thoroughly researched portfolio of credit worthy issuers and is diversified across a wide spectrum of the fixed income market. We strive to manage both credit risk and interest rate risk while producing an above average stream of income, and thoughtfully pursuing rare opportunities for capital appreciation.

Muni+

Seabird’s Muni+ strategy invests primarily in municipal bonds while enjoying the flexibility to own other fixed income securities when opportunities arise to maximize after-tax income and total returns. Muni+ offers tax-sensitive investors all the advantages of Income+: strict attention to credit quality, a disciplined approach to interest rates, and an unconstrained mandate, all while delivering a tax-advantaged return.