GARY Investing
GARY Investing


 Origins of Growth At the Right Yield

GARY is the evolution of our investment style with over 30 years of professional experience in an increasingly volatile market. Tell-tale Capital, our company, used to offer multiple products and styles but in time all our clients rested on GARY as product of choice.

GARY Investing was created out of the necessity for investors to replace “income-generating” saving vehicles which dried up in the wake of the 2008 financial crisis and a decade of zero percent interest rates.

To offset the increased risk that has to be taken, moving from CDs and bonds to equities, extreme focus is given to valuation and portfolio construction. Our valuation techniques are utterly unique.

Over time, we have levered technology and quantitative screens to do the heavy lifting but we still use fundamental research and portfolio theory to build and manage the product.

We believe GARY should be a core component and discipline of any investor’s broader investment portfolio.

We have compiled over five years of composite performance data for GARY which we can share on request.