• Rigorous fundamental analysis of potential investments, utilizing our own proprietary models and regular communication with company management, competitors, suppliers, customers and other stakeholders
  • Original thinking to identify opportunities and threats
  • A robust valuation methodology, utilizing a range of valuation metrics
  • Disciplined implementation of buy / sell decisions
  • Maintaining a longer term perspective
  • Taking advantage of overlooked / undervalued opportunities
  • Taking advantage of Capital Gains Tax discounts
  • Gaining the full benefit of franking credits
  • Enabling higher returns from looking beyond the market horizon

Our Desirable Investment Criteria include:

  • Positive cash flow
  • Sound business model
  • Sustainable financial structure
  • Quality management
  • Responsible approach to environmental, social and governance (ESG) matters
  • Attractive valuation

Positive recurring cash flow is a key driver of company valuations over the medium to long term.

Our portfolios are diversified to reduce investment risk.