Investment Approach
We have consistently applied the same investment approach, which has demonstrated its worth time and time again across all four of our strategies. The key tenets of which are:
CONcentration
Focus on identifying the relatively few businesses that possess the core characteristics and steady fundamentals that reflect the capacity to generate and sustain the creation of long-term shareholder value.
Thoughtful Risk Management
Seek the optimal combination of risk and return characteristics with low-levels of correlation between growth drivers and the most relevant market and economic factors to maximize risk-adjusted returns.
Long-Term Perspective
Tune out the short-term noise and focus on the evidence, data and key insights that underpin our conviction in a company’s ability to sustain profitable growth, while retaining the discipline to take advantage of volatility and the patience to benefit from the long-term rewards of compounding.