We are managers with more than 15 years of experience. We specialise in equity investment and have proved capable of identifying good investments that generate long-term returns.
Equities are an asset that have historically achieved better returns than fixed-income, bonds, treasury bills, gold or foreign currency, with an annualised return of close to 8% over the last 200 years.
By applying strict investment principles value investing achieves returns that are consistently higher than the indices over the long term.
Value investors do not try to predict short-term market behaviour and they see market volatility as an investment opportunity. They seek to minimise risk by investing in undervalued companies so creating a high margin of safety.
We invest in our own funds to share the risks and rewards of our investment decisions with our co-investors in order to align our interests.