Our investment process focuses on companies that earn an attractive return on their capital.

We think of risk as much more than volatility and attempt to examine all factors that could negatively impact the underlying business value of the companies in which we invest. There are significant risks present when investing in any equity, and we eliminate many stocks from our consideration that have risks exceeding our tolerance. When we do judge the risks to be acceptable, we require a margin of safety in the price we are willing to pay for an issue.

We consider the “margin of safety” concept, as espoused by the late Benjamin Graham in his book, The Intelligent Investor, to be a paramount investment principle. Given that a share of common stock is a share of ownership in a business, this concept recognizes that a margin of safety can be attained when shares are purchased at a discount to their intrinsic business value.

Our investment process focuses on companies that earn an attractive return on their capital. These companies generally boast strong balance sheets and enjoy strong cash flows. To the extent these qualities are present, various risks, such as those associated with illiquidity, are reduced. Depending on client objectives, our portfolios may contain a minor proportion of more aggressive ideas, including some companies with more leveraged balance sheets. In these situations, we seek a greater margin of safety in the price we pay for the stock.

We believe that proper risk management requires a reasonable degree of diversification. Our equity portfolios typically include at least 20 common stocks. While these issues represent a variety of industries, our approach does not preclude a concentration in industries with attractive attributes or an avoidance of industries plagued with difficulties. It also does not preclude an occasional concentration in an individual issue, but only when the concentration derives from appreciation and we continue to favor the company’s long-term outlook.

Mutual funds or exchange traded funds may be included in some portfolios to increase diversification, depending on the objectives of the client. While a reasonable degree of diversification is an objective, we believe that a focus on investing in good businesses at good prices controls equity risk more effectively than extremely broad asset or style diversification. We believe it is most important to understand the basic nature of each investment and the associated risks.

Thomas W. Weik

Meet our Chief Investment Officer

Thomas W. Weik

President & Chief Investment Officer

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Thomas W. Weik

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Weik Capital Management

Email
info@weikinvest.com

Telephone
610.376.2240

Weik Capital Management
1075 Berkshire Blvd. #825
Wyomissing, PA 19610

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Copyright © 2021 by Weik Capital Management.

Thomas W. Weik

President & Chief Investment Officer

Tom founded Weik Capital Management in 1987 and has supervised the firm’s investment work since that time. His responsibilities include overseeing equity analysis and portfolio management. Tom chair’s the firm’s investment policy committee. Prior to founding Weik Capital Management, he served as Vice President and Portfolio Supervisor at another investment advisory firm. Tom’s experience also included Vice President positions at two major brokerage firms. After he graduated from Lebanon Valley College in 1964, Tom engaged in graduate work at Roosevelt University and a doctoral program at the Illinois Institute of Technology. His education was interrupted by the Vietnam War when he was called to duty and served for four years as a staff officer at Headquarters Tactical Air Command, USAF.

Tom has written investment columns for two Pennsylvania newspapers. He is a trustee emeritus of Albright College, having served the college as Chairman of the Investment Committee for more than ten years. Tom served on the board of the Foundation for the Reading Public Museum and chaired the Joint Trust Fund Committee for approximately ten years. He is a member of the CFA Society of Philadelphia and the Berks County Estate Planning Council. Tom is a nationally prominent tournament bridge player, having won a national championship and more than 14,000 master points. He is a past president of District 4, a six-state subdivision of the American Contract Bridge League. He currently serves on the District’s board and executive committee.

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