Our Philosophy

At Evans Investment Counsel, our philosophy is rooted in a disciplined value investment strategy. Within our equity allocation, we focus on sustainable, long-term growth by investing in larger small-cap, mid-cap, and large-cap companies. While we maintain a North American bias, we also allocate capital to select international companies.

We seek out businesses that exhibit the following qualities:

• Attractive risk-adjusted returns
• A durable competitive advantage
• Stable, sustainable, and ideally growing cash flows
• A strong balance sheet
• Prudent capital allocation
• Exceptional management—highly skilled, with proven track records, high integrity, and alignment with shareholder interests

While returns are critical, the process by which we generate them is paramount. We are not swayed by popular, overhyped market trends simply due to their weighting in major indices.

For equity investments, we target companies that are trading at a significant discount to their intrinsic value. At the heart of value investing is the principle of paying less for an asset than its true worth.

We typically exit a position when this valuation gap closes, though tax considerations are factored into our decision-making process.

In portfolio construction, the asset mix is tailored to your specific investment objectives, risk profile, time horizon, and liquidity needs.