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1+1= More than 2

If you’ve never heard the story of what “Samara” means or why we named our company Samara Capital, let us share the story behind the meaning.

A samara is a maple tree seed, the ones that look like helicopters as they fall from the tree.  When we decided to leave our corporate careers, (incredibly three years ago) there was something symbolic of what this seed represented to the journey we were embarking upon.

Within the seed, there are two parts that are needed to successfully grow. The relationship between the two parts is what helps the samara float off and build something new, strong and independent. We like to think of those two parts within the seed as representative of our relationship with you, our clients.

As we reflect on the last few years, by far the most rewarding experience is our time and relationship with you. In every meeting, phone call and interaction, we learn from you and gain so much enjoyment from being part of your life.

While investment performance is important (and we focus on that), our responsibly is more than numbers on a screen. It’s to helping you feel confident and secure in your future as you reach to achieve your own goals and life’s fulfillment. We think about what’s important to you as we make investment decisions. Asking ourselves, what’s the whole story? What do they need most? How will they be better off in the future? And our entire purpose is to deliver on those answers.

This note is to say thank you. To share our appreciation and gratitude for being the other part of the seed. Thank you for allowing us to participate in your life. Thank you for having confidence in us, our word and care for you.

Today the headlines are causing the market to experience Dr. Jekyll and Mr. Hyde swings, but we have a steady hand. We have done the work and thought through each and every holding; what it provides in your portfolio, our confidence in their fundamentals and their ability to make money. We will continue to do so; sometimes we will be patient while other times adjustments may be needed. We have seen challenging markets before and have gotten through them with success.

During this time, when caution is heightened, we also need you. Our ask, is for you to share your concerns with us. We intend to help you through those. And our role is to utilize our knowledge and experience to offer perspective and if needed adjusting the course of action.

Thank you again, for choosing us and allowing us to participate in your story.

Now, back to work (and wash your hands)


Legal Information and Disclosures
This memorandum expresses the views of the authors as of the date indicated and such views are subject to change without notice.  Samara has no duty or obligation to update the information contained herein.  Further, Samara makes no representation, and it should not be assumed, that past investment performance is an indication of future results.  Moreover, wherever there is the potential for profit there is also the possibility of loss.
This memorandum is being made available for educational purposes only and should not be used for any other purpose.  The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicitation to buy any securities or related financial instruments in any jurisdiction.  Certain information contained herein concerning economic trends and performance is based on or derived from information provided by independent third-party sources.  Samara Capital (“Samara”) believes that the sources from which such information has been obtained are reliable; however, it cannot guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based.
This memorandum, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of Samara.