Our Investment Style

A SERVICE YOU CAN TRUST

We meet all stringent industry standards for quality, compliance, accuracy and client service.

This Fiduciary responsibility defines our relationship with clients and informs the basis of every decision we make on their behalf. This core principle is the foundation of our business, as we work to understand our clients’ needs and execute strategies to generate excess returns and provide top-class solutions.

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 1930s.

 

HOW WE INVEST

Focus Investing

We adhere to ‘focus investing’ principles 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 identifying companies that are distinctly well run, have a distinct marketing edge versus their industry peer group and have long-term growth prospects because of proprietary assets, brand equity, or market dominance.
Significant time spent during the investment process allows us to take a longer-term view of a company’s outlook whilst building external factors such as global political and macroeconomic/microeconomic conditions.

This investment style also involves maintaining a concentrated portfolio of stocks with a higher statistical probability of outperforming the markets over an extended period. Our philosophy is to hold a small portfolio of outstanding stocks or funds that we have extensively researched and fully understand. Less is more.

Our philosophy is to hold a small portfolio of outstanding stocks or funds that we have extensively researched and fully understand. Less is more.