Independent and Active Investment Analysis Process

Our investment methodology involves finding high quality and well-managed companies that we believe have a dominant or unique competitive advantage. We focus on quantifying the intrinsic value of these companies and buying ownership interests in them when they are selling at a discount to our valuation.

We gain an independent market perspective by utilizing our own in-house research. Generally, we take ownership interests in these companies over a minimum three-year “buy and hold” investment horizon.

We believe in quality diversification and not in ad-hoc over-diversification. We hold on average 30 to 35 investments in our Equity Portfolio and between 12 and 17 investments in our Fixed Income Portfolio.

Investment Methodology
Macro Economic Analysis
Investment Selection Process
Investment Review Process