Robert W. Duggan & Associates is a private money management company with a defined approach to generating long term capital appreciation for our clients. Our investment strategy is based on in-depth research of companies and their particular industry situation.. Historically our investment focused allow us to identify attractive industries and companies that are underappreciated by others .

Our Investment Philosophy is based on the understanding that, with detailed and thorough knowledge, rational investment decisions can be made. Successful predictions of future stock market valuations require a full understanding of all determining factors effecting valuation.

In general, we concentrate our funds in very few growth companies and invest with a long term focus. As shareholders, we then develop a relationship with upper management and try to actively support their strategic execution. We employ several research and measurement tools to ensure that sufficient due diligence has been done prior to investing client funds

We have been active investors in a number of industries including medical, biomedical, high technology companies, information services, billboard, media and communication companies.

We are able to spend substantial time working with the companies in which we invest because we made relatively few investments per year. Our approach is to understand the goals of management and then to monitor the companies’ progress against those goals. In every instance, we work to ensure that the interest of management and investors are closely aligned.

Our Research Associates are all performance-oriented and participate in the success of their work. They have extensive management experience and proven track records. Our associates are adept at tracking the internal developments of our holding companies, their current market situations and their future strategies. This disciplined approach has achieved long-term, outstanding results for our clients. Once a position has been selected, we ensure professional execution with our trading group and manage all accounting functions.

We invite you to explore our web site and welcome inquiries regarding new business relationships. Please feel free to Contact Us