Only Our Best Goes into Building Your Wealth
By meticulously analyzing the intrinsic value of companies, we have demonstrated the ability to unearth undervalued investment assets — that’s where the value part comes in. We leave no stone unturned, and only invest in our highest-conviction ideas. Put another way, our “50th best investment idea” doesn’t enter our portfolios for the sake of diversification.
Overall, our investment philosophy can be summed up as a patient and disciplined bottom-up, value-oriented approach to investing.