A good company has a sustainable business franchise, a demonstrated operating track record, sound balance sheet and strong cash flows. A company is attractively priced when trading below the present value of the company’s future cash flows.
Our investment process also takes cognisance of the macro-economic environment and how it will impact on companies’ operating environments.
We endeavour to invest responsibly on behalf of our clients, and include broader non-financial environmental, social and governance considerations in our investment process.
We keep our fund portfolios focused, typically holding between 20-30 companies, with new investment ideas considered both for possible return and contribution to risk, which we regard as the probability of a permanent loss of capital.
Equities are the best placed asset class to provide real long-term returns and our portfolios are equity-centric for this reason.
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