Matching our philosophy to yours

Our value investing approach shifts our portfolio management focus away from speculative profits, market trends and the frequently changing opinions of experts, focusing instead on company and market fundamentals:

  • We appraise the intrinsic value of each company over a business cycle;
  • We seek long-term growth of capital by investing in companies that we perceive to be mispriced;
  • We utilize a margin of safety to promote return of capital…not just return on capital.