Our investment strategy is guided by the following core principles:
Target securities representing businesses with strong, increasing cashflows.
Significant margin of safety is required in all investments.
Allocation of capital is restricted to situations where risk/return proposition is highly favorable, otherwise allocation to cash is preferred.
Each individual allocation is must stand on its own merits to warrant inclusion.
Attractiveness of all investments must be referenced with that of the next best alternative displaying "safer characteristics".
Diversify portfolio across multiple sectors.