Our focus always remains to invest in high quality moated businesses and this differentiates us from the crowd which invest in multiple strategies, including turnaround, risk arbitrage and other value investing strategies.

The smaller size allows us to invest in smaller companies which remain below the radar of large funds, while maintaining desired liquidity characteristics and do not invest in a security just because it is part of an Index.

The core of Investment Advisory is that we provide you with investment advice based on our research but don’t actually handle your finances. That freedom stays solely with you.

Set of well established but flexible principles that draw on the concept of “economic” earning power and cash return on investment as understood by the owner of a business.

Four essential ideas serve as the foundation:

• Focus on the long term
• View investments as conferring proportionate ownership of the business
• Seek a margin of safety
• Maintain a balanced outlook on the market

Access investment value based on detailed and rational analysis of facts. Create analytical models that serve to identify “robust businesses run by high quality managers, at a reasonable price”.