Investment Philosophy

The core of our investment management philosophy is that successful performance is achieved by adopting a longer-term and consistent approach to investment strategy and strict adherence to the research process.

We are style agnostic long-term investors focused on capital preservation whilst aiming to achieve consistent and superior investment returns without exposing clients’ assets to unnecessary risk. Our investment style is based on disciplined, in-depth, analytical research, taking a long-term horizon of up to 5 years. The aim is the construction of client portfolios which consistently outperform their market benchmark. The analysis of all assets available to the Fund is grounded on both qualitative and quantitative fundamental analysis. The basic idea is to identify the intrinsic value of every security based on its ability to deliver a cash flow return to its owner.