Investment Philosophy


How we think about investments determines how we act.

Get the big calls right

Superior long -term returns are generated by identifying and taking advantage of economic cycles.

Buy at the right price

The price at which one purchases an investment dictates future returns.

Take a long term view and be patient

Speculation is a short term activity with an inherently uncertain result.
Investment is a long term activity with a more certain result.

Ignore the benchmark when buiding portfolio

Portfolios should be constructed by applying objective; independent perspectives to their composition. To outperform the herd you have to be different from the herd.

Diversify and manage risk

Diversification offers the investor the chance to manage the risk of being wrong.