Our investment approach aims to generate long-term, risk adjusted returns by investing in companies that are focused on generating earnings of high quality and operate in industries that exhibit favourable long term growth prospects. More broadly, we consider a range of attributes which we believe are important qualities in the companies we invest in.
We favour companies that exhibit the following attributes:
|Consistency of good earnings quality and cash conversion;|
|A management team that can clearly articulate & execute its investment strategy;|
|A sound balance sheet and sustainability of dividend income;|
|An ability to maintain or improve returns;|
|Is well positioned in an industry that has favourable long term growth prospects;|
|A corporate governance structure that actively promotes alignment with key stakeholders.