Every member of our team is a fervent and independent thinker. We strongly believe in intense, independent research and idea generation. We are our own biggest critics and we set high standards for ourselves. We have constructed a thinking framework which employs a comprehensive and ever-evolving checklist to filter potential opportunities and meet our objectives.
- Warren Buffett
The markets are highly unpredictable and volatile in the short-term. However, history has taught us that a business with strong fundamentals, high quality earnings, excellent management and a competitive position will generate extraordinary results. This area is where our focus lays – the power of compounding.
We focus on what we know and understand. Our conservative and quality-driven process towards comprehensive research and stock-picking helps us concentrate on successfully generating healthy, absolute returns over a long period of time.
We apply a margin of safety to all of our decisions and have a concentrated, high-conviction approach to individual stocks.
Our guiding light is Warren Buffett’s
core investing principle
We aim to generate equity type returns while heavily protecting our downside during market downturns. Protecting downside is not just an objective for us, but also a mindset that we perpetually develop and cultivate.
We understand that avoiding serious financial disasters is fundamental to sustaining the long-term compounding of capital. Our independent, thinking framework, combined with our focus on high-quality businesses helps us be true to this mindset.
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