Investment philosophy

six tier approach to managing your money wisely

capital preservation

seek to preserve and grow our clients’ assets by maximizing risk-adjusted returns over time

best businesses

earn superior risk-adjusted returns by focusing on the best businesses globally that operate at the top of their value chains

wait for opportunity

The best businesses are often expensive and therefore, we identify, study, value and then wait for opportunities to arise in their securities

Dream team

Portfolios consist of the best risk-adjusted opportunities from the Dream Team

Long-term investment

Buy high quality assets and own them for a long time

fully invested 

Fully invested throughout the cycle