Our INVESTMENT STRATEGY
Our INVESTMENT STRATEGY IS SIMPLE
We are long-term business owners, not speculators in the price of stocks.
What makes us different?
Typical Fund Manager
- Multiple products and funds
- Objective: grow assets under management
- Short-term investment horizon
- Diversified portfolio: ‘mile wide, inch deep’
- Short-term capital base
- Employs analysts, risk managers, traders etc.
- No skin in the game
- One portfolio. Invest in our best ideas
- Objective: long-term compounding
- Long-term investment horizon
- Concentrated portfolio
- Stable capital base
- One Captain Ship
- Skin in the game