Value style
Our team proudly embraces a value investing approach, meticulously seeking out opportunities where the intrinsic value of an asset is not fully reflected in its current market price. We focus on businesses with strong fundamentals, sustainable competitive advantages, and a track record of consistent performance. Our pursuit is grounded in the belief that patient, long-term investment in fundamentally sound companies leads to enduring success.
Equities
We are of the Benjamin Graham School of Management, Warren Buffet's mentor. We buy long term large, non-cyclical companies that pay large dividends. This philosophy keeps our team away from market noise and allows us to avoid the annoyance of buying too early or missing the sale near the top, thus, reducing emotional bias. Value investing, with its emphasis on long-term holdings and fundamental analysis, inherently aligns with a low portfolio turnover ratio. This strategic approach minimizes transaction cost and capital gains taxes for investors, thereby reducing the fiscal impact. By patiently holding onto investments, we not only harness the power of compounding, but also optimize tax efficiency, allowing our clients to retain more of their returns and enhance overall portfolio performance.
- Low valuation multiples
- Dividend yield
- Robust profit margins
- Experienced governance
- Competitive advantage
Fixed income
Combining a value-driven and passive approach in fixed income offers investors a compelling blend of stability and long-term growth. A value-oriented strategy allows for the identification of undervalued fixed income securities, promoting capital preservation and potential upside.
- Investment grade credit rating
- Low duration
- Developed market
- Currency risk management
