A repeatable investment process is essential for sustainable success in investing.
Fundamental investment principles are not overly complex. Investing becomes challenging when you apply these principles to a dynamic, emotion-driven and sometimes irrational market where supply and demand for a security can be influenced by a variety of factors, independent of the intrinsic value of the underlying security. By utilizing a disciplined, pre-defined, repeatable process for security selection and portfolio construction, we believe success in investing is more sustainable and conviction and reliability is higher. We believe this approach will help avoid the emotional and behavioral mistakes often made by institutional and retail investors.
Our primary objective is to:
- Maximize return per unit of volatility.
- Aim to generate stable and consistent returns.
- Preserve capital during difficult market and economic periods.