Our Strategy

• Buy 50+ Companies Over Time

• Hold Stocks for 10+ Years

• Add New Cash Regularly

• Stay Still during Market Volatility

• Let Your Winners Grow

 

 

Our strategy, illustrated through the Risk vs Expected Outcome bar chart, reveals the nuanced approach we take towards peppering a portfolio with quality businesses across a spectrum of risk and reward. This spectrum ranges from the pursuit of safe, steady returns to the thrill of securing high returns, all while meticulously managing risk exposure.

We identify and invest in companies that not only have solid fundamentals but also possess the potential for explosive growth, balancing this with stable investments known for reliable performance. This careful selection process aims to mitigate risks associated with market volatility, ensuring that our investors enjoy a diversified portfolio that can withstand economic fluctuations.