OUR MISSION

At Viking Capital our mission is to help our clients and their families achieve their financial goals. To this end we focus not only on generating superior investment returns but also on controlling portfolio risk over the long term. While we consider many factors when making investments our approach can be summarized in two short sentences.

We invest to outperform over time. We do not try to outperform all of the time.

It has long been our view that any rational investment approach which is consistently applied should produce good results. This being said, the data shows otherwise as investment success has been elusive for many - if not most - investors. After more than 40 years of investing it has been our observation that a lack of consistency is the main reason for this lack of success.

Success in investing requires that portfolio managers and their clients share a common understanding of the investment approach being employed. For clients of Viking Capital this means embracing the fact that we bring a determined long term approach to our portfolios and recognizing that we will not be swayed by short term market events or chase ideas simply because they are in vogue.