Our Investment Approach
Get a gauge on business quality
Get a gauge on business quality
Get a gauge on business quality
Historically high ROCE, sustainable high margins, pristine balance sheet, robust fundamentals
- 20 hole punch-card
Wait patiently for a good price
Get a gauge on business quality
Get a gauge on business quality
Don't over reach for a juicy opportunity. Maintain the discipline to buy when the stock is being punished.
- Ted Williams approach to hitting a baseball
Maintain a high hurdle rate
Get a gauge on business quality
Maintain a high hurdle rate
Surgically build a concentrated portfolio of only the very. best businesses.