Our Investment Philosophy
- We are active. We can add real value by being contrarian and not replicating the index.
- We are stock pickers. We like businesses that have the ability to earn an attractive and sustainable return on capital over the business cycle and which are run for the benefit of all shareholders.
- We are high conviction. We run concentrated portfolios and know our companies well.
- We are long term. We aim for a three to five year holding period, allowing the company’s fundamentals to overcome the short-term fears of the market.
This image is courtesy of Pullman Editions
“Consistency is the cornerstone of our philosophy. We do what we say we will do.”