We believe that superior investment returns are achieved by taking a long term, bottom-up, value-oriented approach to investments based on detailed fundamental research and analysis.
Our proven philosophy revolves around two long-standing core concepts:
- Value (price)
In equities, we strive to invest in high quality companies with cheaper valuations than the overall market in an effort towards placing ourselves in the upper left quadrant of the chart below.
In fixed income, we invest in what we believe to be high quality bonds with attractive valuations. For credit investments, this places us in the upper left quadrant of the chart below.