Portfolio Management Services

Our main objective is a long-term strategy that focuses on the safety of the principal and an adequate return. Investing in excellent companies which we understand, have a competitive advantage, honest and capable management and bought at sensible prices.

Our portfolio management services are suitable for investors who have upto a ten year holding period. Any period less than that will not be suitable for our process of investments.

We do not underestimate the importance of your role as our client in this process of long term investing. Your discipline of riding through the normal vicissitudes of the business and economic cycles are essential for long term rewards.

Our superior performance is mostly created during stable to declining markets rather than substantially rising markets. This is due to constructing our portfolio based on causality rather than correlation, which simply put is superiority of our portfolio companies management execution skills, rather than extraneous circumstances of varying business and economic cycles.

• We buy good companies that are led by managements which have superior capital allocation strategies, co-existent with long term shareholder wealth creation.
• We monitor them closely and hold them as long as they remain good in our view.

• We buy businesses that we understand.
• Run by honest and capable managements .
• Having some special barriers to entry.
• Finally available at fair prices.