Our investment strategy
Something old, nothing new, something borrowed that won't have you blue!
With the present economic climate of austerity, sovereign debt and Wall Street unaccountability, the Directors turned to investment principles and values that have been in existence since the 1930’s.
We adhere to the principle of ‘Focus Investing’ for our Funds which was codified in Benjamin Graham’s book ‘Security Analysis’ in 1934. This still resonates today. Indeed the best known disciple of this stock approach is Warren Buffet, one of the world’s most respected and wealthiest men. Focus Investing approaches investing in equities from the perspective of buying into a business which is well run, has a distinct marketing edge, and has long-term growth prospects. This strategy also involves maintaining a concentrated portfolio that has a high probability of outperforming the markets over an extended period of time.
As Focus Investors, we think differently, compared to the majority of other investors. Only after spending a significant amount of time and resources in researching companies and the markets will we select the absolute best investments, preferring quality over quantity. Our philosophy is to hold a small portfolio of outstanding stocks or funds that we have extensively researched and fully understand, as opposed to owning a large number of average stocks in which we do not have a great deal of confidence.
Less is more.