Investment Philosophy

Our investment philosophy, underpinned by improving lives through consistent and responsible investments. The aim is to achieve long-term capital growth and capital preservation. We focus on investing in quality, undervalued companies with a view to generate capital growth in the long term.

 

We derive our investment approach by conducting our own research and company visits. The logic for our investment decisions is to build conviction in the stock selection. We are a company that is bottom up and fundamental driven. Also, we hold not more than 40 companies in our equity portfolio. Our team gets access to external research but mainly for market sentiment purposes. We do not make any investment decisions based on sell side analyst recommendations.

 

Our approach may lead to volatile returns in the short term, but ultimately strive to generate long-term capital appreciation.

 

We use four key principles to identify the companies in which we intend to invest. They are (1) Moat (2) Management (3) Valuation, and (4) Margin of Safety. These are at the core of our philosophy, which we always follow diligently.

 

 

Investment Process

Our investment process, derived from our investment philosophy, is characterised by three key dynamics: Idea Generation, Assurance, and Portfolio Construction.