Go to Top

Our Process

Investment Partners are long-term investors in high-quality companies that have the ability to grow shareholder value. We look for companies which can reliably and sustainably increase earnings per share over time or those companies trading at a significant discount to their inherent value. We also believe a low turnover portfolio of quality businesses can deliver superior after-tax returns for the long-term investor.

Our investment evaluation process and portfolio turnover targets are evidence of this philosophy. Companies are evaluated in terms of the quality of their business model, balance sheet strength, management ability, exposure to current or emerging market themes, and share price catalysts that can trigger share price movement and valuation.