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Investment Philosophy

We seek out companies that are well managed, as evidenced by sustained high return on invested capital, that are attractively priced. We believe the basic tenets of our long term investment strategy include:

buy QualityFind companies that have a durable comparative advantage, are financially strong, and are well managed by smart and honest people
buy with knowledgeAttain comprehensive understanding of the object companies
buy on merit, not marketFocus on the company - its history, current positioning and long-term prospects - not current market conditions
hold for long termBuy companies that are ‘great becoming greater’ with the aim of holding them indefinitely
benefit from dividendsDividends add a consistent cash flow component and are a key driver of total return
solid sectorLow correlation to other equity managers, particularly growth style