Philosophy

"We always put You, and your financial well-being, First"

Our approach is contrarian and opportunistic since we tend to invest in undervalued companies which are temporarily out of favour or overlooked by investors. When markets are biased towards growth companies, we will purchase securities that meet growth-at-a-reasonable-price (GARP) criteria.

We primarily use bottom-up fundamental analysis for individual security selection and prefer to manage concentrated portfolios, which we believe will maximize long-term returns.

We are conservative, attempting to diversify portfolios to hedge against sector specific risk. Stocks are purchased with a long-term hold mentality and are sold when the underlying fundamentals appear to be deteriorating or when future prospects have been fully captured in the stock price. If difficulty arises in identifying attractive investment opportunities, we will hold cash.

Finally, we try to attain the highest investment performance possible while ensuring risk levels remain controlled.