WELCOME TO NOWACKI ASSET MANAGEMENT
Nowacki Asset Management is an independent registered investment advisory firm that invests into a concentrated portfolio of publicly traded businesses. Our target clients are high net worth individuals, family offices, corporations, pensions, endowments, and foundations.
We pursue companies that have high long-term growth with low long-term risk.
Our investment process is based on Four Filters:
Filter #1: Can we understand the business? What will it look like in 10 years?
Filter #2: Does the business have durable competitive advantages?
Filter #3: Does management have integrity and talent?
Filter #4: Is the price attractive? Is there a "margin of safety"?
There are approximately 4100 domestic companies on the NASDAQ and NYSE. After eliminating companies that lose money or are bad businesses, companies we don't understand, and companies we can't predict, we are left with a few hundred of the best businesses in the U.S. We study these companies intensely and watch them closely, waiting for the opportunity to purchase 2-3 a year at attractive prices.
A typical separately managed account holds between 8 and 12 securities with an expected holding period of +3 years for each stock, resulting in low turnover and tax liabilities. Our goal as investors is to own a handful of the best businesses in the U.S. and hold them for long periods of time.