Investment Philosophy

We believe that adopting a focused and disciplined approach to investing is critical to delivering sustainable out performance. There are three key principles that capture our approach to investing.

  1. Valuation and qualitative factors are the key drivers of long term investment performance.
    Both factors are critical and of equal performance.
  1. Markets tend to be emotional, short-term and backward looking.
    This provides an opportunity for investors who are unemotional and long term in their assessment of business potential.

  2. An intensive visitation schedule with a wide variety of stakeholders can provide an information advantage.