Investment Philosophy

Our Investment Philosophy is based on four (4) core principles – understanding, capital preservation, balance, and discipline. By applying these principles, we seek to deliver sustainable and long-term value to our investors.

Understanding
We invest in companies that we understand the businesses.

Capital Preservation
Focus on the conviction that long-term preservation and accumulation of wealth can be achieved through a combination of attractive valuation and thorough assessment of the quality of the businesses.

Balance
Since all investments always involve risk, we need to manage the balance between risk and return through portfolio rebalancing. Periodic rebalancing is necessary to bring back your portfolio to the designated asset allocation.

Discipline
Discipline in investing is about forming good habits and doing it consistently. Discipline helps us remain committed to a long-term investment program through all market conditions.

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