Investment Philosophy

Our investment philosophy is guided by the following core principles:

                                  

                                     

       SIMPLICITY AND LOW-RISK

  • Focus on the fundamentals of business that are simple enough to understand.

  • Downside risk is the key determinant when assessing position-sizing.

 

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         CLARITY AND STABILITY

  • Define risk as the probability of permanent loss of capital, not volatility.

  • In light of this, lower purchase prices can lead to higher returns achieved with less risk.

  • Diversification is important, but not at the cost of understanding the underlying assets.

                                         

 

        PATIENCE AND FLEXIBILITY

  • Market volatility is welcomed as it tends to exacerbate differences between the intrinsic value of a company and its traded stock price.

  • Patience and flexibility of mandate are key requirements for sustainable performance.

Our ability to retain and attract clients can be attributed to our holistic approach which underpins all aspects of our wealth management proposition. By remaining focused on this, we deliver appropriate market leading wealth management solutions to our clients.