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Investor Policies

Our investor policies reflect our respect for the rights of shareholders.

  • Outside investors will invest side-by-side with Cobbossee principals.
  • Good governance practices:
  • Separate individuals as CEO and Chairman of the Board
  • Board of Director participation negotiable for large investors
  • Focus on maximizing long-term shareholder value
  • Investors make commitments after receipt of all available information on the company and our independent assessment.  The investment will be in a particular company and not a fund.  Outside shareholders will have the benefit of transparency and flexibility (no upfront decisions are necessary). 
  • Expected returns will reflect the investment risk and the lack of liquidity. The average historical performance of all publicly-traded companies is our standard of comparison.  The annual historical rate of return for all publicly-traded companies is 9.5%, and the average shareholder payout is 50% of earnings in the form of cash dividends and share repurchases.  This translates to a annual cash yield of 3 to 3.5 percent.  We expect to generate annuals returns in excess of 20%. 
  • Industry-standard fee structure based on success.