Our success is measured by the success of those we advise and counsel.
We believe that superior long-term investment results are achieved through the consistent application of a value-based investment philosophy. Although it is a straightforward approach, it requires discipline, patience, even temperament and above all, focus.
|What we focus on:
- Bottom-up analysis
- Absolute returns, not returns relative to an index
- Preservation of capital, minimizing risk of permanent loss of capital
- Using common sense
|What we don't
- Momentum strategies
- Technical analysis
- Market timing
- Following the crowd