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Growing wealth through time-tested strategies
Our Investing
Prudent risk management is necessary to protect the portfolio from large down swings.
Risk Management
Market sentiment is a huge factor in share price performance. Understanding the market pulse is crucial.
Market Sentiment
In the long term, fundamentals like revenue growth, profit margins and cash drive share price.
Fundamentals
Investment Philosophy
Prudent risk management is necessary to protect the portfolio from large down swings.
Risk Management
Market sentiment is a huge factor in share price performance. Understanding the market pulse is crucial.
Market Sentiment
In the long term, fundamentals like revenue growth, profit margins and cash drive share price.
Fundamentals
Investment Philosophy
Investment Criteria
Reasonable Valuation
Companies should not be excessively valued.
Great Management
We want quality management focused on increasing shareholder value.
Strong Cash Position
Companies must have adequate net cash, manageable debt and / or strong free cash flow.
Sustainable Growth
Revenue and earnings must show sustainable growth.
Quality
Companies need to have resilient business models, strong competitive advantages, enjoy large addressable markets, etc.
We actively manage risk, such as using stop losses, progressive allocation, and position size limits.
We are not anchored to investment horizon. We can exit in days or stay vested for years, depending on situation.
We lighten / exit positions when fundamentals or market sentiment deteriorate.
We enter / increase positions on solid fundamentals and positive market sentiment.
We understand the key drivers of stock prices.
Investing Edge
Historically, the portfolio has been invested mainly in the US market due to the larger number of companies that meet our investment criteria.
The portfolio invests globally and across sectors.
Investment Markets
Reasonable Valuation
Valuation should not be excessive.
Great Management
Quality management focused on increasing shareholder value.
Strong Cash Position
Adequate net cash, manageable debt and / or strong free cash flow.
Sustainable Growth
Revenue and earnings must show sustainable growth.
Quality
Resilient business models, strong competitive advantages, large addressable markets, etc.
Investment Criteria
Reasonable Valuation
Companies should not be excessively valued.
Great Management
We want quality management focused on increasing shareholder value.
Strong Cash Position
Companies must have adequate net cash, manageable debt and / or strong free cash flow.
Sustainable Growth
Revenue and earnings must show sustainable growth.
Quality
Companies need to have resilient business models, strong competitive advantages, enjoy large addressable markets, etc.
Investment Criteria
We actively manage risk, such as using stop losses, progressive allocation, and position size limits.
We are not anchored to investment horizon. We can exit in days or stay vested for years, depending on situation.
We lighten / exit positions when fundamentals or market sentiment deteriorate.
We enter / increase positions on solid fundamentals and positive market sentiment.
We understand the key drivers of stock prices.
Investing Edge
Historically, the portfolio has been invested mainly in the US market due to the larger number of companies that meet our investment criteria.
The portfolio invests globally and across sectors.
Investment Markets
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