Pathway Asset Management is an international asset management firm specialising in long-only global equities.
With our fund management roots dating back to 1998, Pathway provides world class asset management services throughout the globe, ensuring that our team of highly experienced staff meet the required industry standards of quality, compliance, accuracy and client service.
At Pathway we follow a ‘focus investing’ methodology, the best known proponent of which is Warren Buffett. By focusing on unearthing value in the equity markets, this allows us to be more fundamental and event-driven in nature. We consider ourselves to be long term shareholders in the companies we invest in, compared to other more speculative managers. Significant time spent during the investment process, allows us to take a longer term view on a company’s outlook whilst building in external factors such as macroeconomic environment and the regulatory landscape.
Applying discipline, qualitative and quantitative analysis to stock picking
With the present economic climate of austerity, sovereign debt and Wall Street unaccountability, our Directors turned to investment principles and values that have been in existence since the 1930’s.
We adhere to the principles of ‘focus investing’ for the investment vehicles we manage which was codified in Benjamin Graham’s book ‘Security Analysis’ in 1934. This still resonates today. Indeed the best known disciple of this investing style is Warren Buffett, one of the world’s most respected investors.
Focus investing revolves around the identification of companies that are distinctly well run (as per specific criteria), have a distinct marketing edge versus their industry peer group, and have long-term growth prospects as a result of proprietary assets, brand equity or market dominance.
This investment style also involves maintaining a concentrated portfolio of stocks that have a higher statistical probability of outperforming the markets over an extended period of time. Our philosophy is to hold a small portfolio of outstanding stocks or funds that we have extensively researched and fully understand.
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