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Institutional Strategies

 

Strategy is key to a successful relationship

When choosing an investment advisor, it’s important to understand what types of investment philosophy they follow. Ours is very straightforward. We believe that value investing outperforms broad market indices over time.

  • Free cash flow is the strongest fundamental of every company.
  • Greatest rewards can exist when improving fundamentals are not reflected in current valuation.
Our Ideal Investments

Within our institutional strategy, we identify companies based on four key attributes. Which are:

  • A unique competitive advantage.
  • Have high or improving normalized returns on capital.
  • Have the ability to generate significant free cash flow over a market cycle.
  • Internally funded growth.

Our company philosophy guides us to make a point of not selecting companies that are difficult to understand, have highly leveraged balance sheets, are acquisition driven, or whose market share is declining.

Our Institutional Investment Process

When developing our investment strategy, we have a proven process that helps ensure we remain focused and true to your financial goals. Comprising of six steps, our investment process includes:

    • Investment Idea Selection
    • Quantitative Screening
    • Fundamental Analysis
    • Valuation Confirmation
    • Portfolio Construction
    • Portfolio Monitoring

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Convinced? Well Let’s have a talk then.

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